Filed October 27, 2010 (most recent of 4 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 Service code 15 · EIN 02-0488491 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,215 | $73,638+196.3% | $95,952+127.4% | $73,488+196.9% |
| Participation rate | 76.2% | 76.2%+0.1pp | 77.1%-0.8pp | 70.7%+5.6pp |
| Annual return | 15.83% | 16.78%-0.9pp | 91.61%-75.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,571 | $3,617+54.0% | $4,167+33.7% | $3,740+49.0% |
| Admin fee / account holder | $33 | $482-93.1% | $6,795-99.5% | $513-93.5% |