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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $14,014 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping 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 | $28,452 | $65,061-56.3% | $143,757-80.2% | $66,914-57.5% |
| Participation rate | 36.6% | 65.2%-28.6pp | 80.3%-43.8pp | 69.8%-33.2pp |
| Annual return | -15.70% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,262 | $2,361-46.5% | $4,951-74.5% | $2,544-50.4% |
| Participant deferral / active EE | $1,474 | $2,919-49.5% | $5,637-73.9% | $4,237-65.2% |
| Admin fee / account holder | $103 | $502-79.4% | $14,673-99.3% | $593-82.6% |