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) | $791,856 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $362,282 |
BLACKROCK1 year Service code 26 · EIN 26-4299445 | Advisory (Participants) | $31,342 |
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 | $207,918 | $110,299+88.5% | $102,423+103.0% | $199,593+4.2% |
| Participation rate | 97.0% | 86.3%+10.8pp | 76.5%+20.5pp | 72.0%+25.1pp |
| Annual return | 10.14% | 35.73%-25.6pp | 29.32%-19.2pp | 34.25%-24.1pp |
| Employer contribution / active EE | $6,063 | $3,603+68.3% | $3,023+100.5% | $3,034+99.8% |
| Participant deferral / active EE | $10,876 | $6,376+70.6% | $5,053+115.2% | $5,087+113.8% |
| Admin fee / account holder | $106 | $122-13.1% | $9,451-98.9% | $269-60.5% |