Filed September 5, 2001 (most recent of 3 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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $8,469 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,172 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,216 | $79,171+0.1% | $102,423-22.7% | $74,495+6.3% |
| Participation rate | 55.3% | 74.8%-19.5pp | 76.5%-21.2pp | 67.2%-11.9pp |
| Annual return | 10.49% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,411 | $2,362-40.3% | $3,023-53.3% | $2,623-46.2% |
| Participant deferral / active EE | $3,117 | $4,415-29.4% | $5,053-38.3% | $4,346-28.3% |
| Admin fee / account holder | $188 | $2,001-90.6% | $9,451-98.0% | $1,942-90.3% |