Filed March 27, 2007
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 RETIREMENT INS AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,680 | $47,977-42.3% | $154,107-82.0% | $56,287-50.8% |
| Participation rate | 77.0% | 66.2%+10.8pp | 83.0%-6.1pp | 69.9%+7.1pp |
| Annual return | -4.96% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,216 | $2,169+2.2% | $5,298-58.2% | $2,111+5.0% |
| Participant deferral / active EE | $2,754 | $2,392+15.1% | $5,081-45.8% | $3,350-17.8% |
| Admin fee / account holder | $21 | $438-95.1% | $13,411-99.8% | $521-95.9% |