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 | $37,374 | $58,879-36.5% | $178,490-79.1% | $73,488-49.1% |
| Participation rate | 49.1% | 66.2%-17.1pp | 81.9%-32.8pp | 70.7%-21.6pp |
| Annual return | 16.81% | 24.86%-8.1pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,633 | $2,236-27.0% | $5,011-67.4% | $2,270-28.1% |
| Participant deferral / active EE | $2,054 | $2,567-20.0% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $21 | $400-94.7% | $13,984-99.8% | $513-95.9% |