Filed January 6, 2006
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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,995 | $54,237-11.5% | $90,281-46.8% | $67,579-29.0% |
| Participation rate | 86.3% | 68.6%+17.7pp | 73.3%+13.0pp | 71.3%+15.0pp |
| Annual return | 7.82% | 37.27%-29.5pp | 78.10%-70.3pp | 378.56%-370.7pp |
| Employer contribution / active EE | $1,763 | $1,846-4.5% | $2,854-38.2% | $2,148-17.9% |
| Participant deferral / active EE | $2,192 | $2,625-16.5% | $3,885-43.6% | $3,539-38.1% |
| Admin fee / account holder | $11 | $123-91.4% | $5,351-99.8% | $142-92.6% |