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) | $804,058 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $449,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,623 | $118,464+67.7% | $96,544+105.7% | $103,482+91.9% |
| Participation rate | 97.4% | 89.0%+8.4pp | 76.0%+21.4pp | 73.3%+24.1pp |
| Annual return | 16.84% | 18.79%-2.0pp | 25.84%-9.0pp | 33.11%-16.3pp |
| Employer contribution / active EE | $6,280 | $4,210+49.2% | $2,965+111.8% | $3,208+95.8% |
| Participant deferral / active EE | $10,625 | $7,277+46.0% | $4,851+119.0% | $5,207+104.0% |
| Admin fee / account holder | $89 | $81+9.4% | $8,252-98.9% | $114-22.3% |