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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,780 | $52,953-38.1% | $172,739-81.0% | $65,185-49.7% |
| Participation rate | 62.1% | 66.2%-4.1pp | 82.6%-20.6pp | 70.2%-8.1pp |
| Annual return | 20.37% | 30.12%-9.8pp | 802.84%-782.5pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,805 | $2,190-17.6% | $5,143-64.9% | $2,177-17.1% |
| Participant deferral / active EE | $2,296 | $2,471-7.1% | $5,198-55.8% | $3,514-34.7% |
| Admin fee / account holder | $22 | $472-95.4% | $13,954-99.8% | $847-97.5% |