Filed May 10, 2006 (most recent of 2 filings on file)
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 ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $768,160 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $404,710 |
BLACKROCK2 years Service code 26 · EIN 26-4299445 | Advisory (Participants) | $22,982 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,118 | $128,899+71.5% | $113,168+95.4% | $102,872+114.9% |
| Participation rate | 92.5% | 87.0%+5.5pp | 76.6%+15.9pp | 73.0%+19.5pp |
| Annual return | 12.56% | 15.88%-3.3pp | 24.27%-11.7pp | 19.06%-6.5pp |
| Employer contribution / active EE | $4,725 | $3,713+27.3% | $2,975+58.8% | $3,526+34.0% |
| Participant deferral / active EE | $8,377 | $6,787+23.4% | $5,107+64.0% | $5,535+51.3% |
| Admin fee / account holder | $117 | $129-9.6% | $12,068-99.0% | $292-60.0% |