Filed March 14, 2006 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INVESTMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $521,186 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 33 · EIN 02-0488491 | Participant loan processing; Securiti... | $77,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,117 | $105,190+121.6% | $98,907+135.7% | $90,288+158.2% |
| Participation rate | 98.3% | 86.4%+11.9pp | 76.0%+22.2pp | 73.4%+24.9pp |
| Annual return | 12.10% | 18.52%-6.4pp | 196.43%-184.3pp | 53.97%-41.9pp |
| Employer contribution / active EE | $5,883 | $3,831+53.6% | $2,689+118.8% | $2,524+133.1% |
| Participant deferral / active EE | $10,057 | $5,616+79.1% | $4,244+137.0% | $4,232+137.6% |
| Admin fee / account holder | $97 | $97-0.6% | $6,642-98.5% | $114-15.2% |