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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,620 | $61,156-33.6% | $185,823-78.1% | $79,386-48.8% |
| Participation rate | 43.9% | 66.6%-22.7pp | 81.7%-37.8pp | 70.7%-26.8pp |
| Annual return | 14.30% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,409 | $2,321-39.3% | $5,167-72.7% | $2,427-42.0% |
| Participant deferral / active EE | $1,716 | $2,789-38.5% | $5,568-69.2% | $4,046-57.6% |
| Admin fee / account holder | $29 | $710-96.0% | $16,237-99.8% | $626-95.4% |