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 FINANCIAL Service code 15 · EIN 02-0488491 | Recordkeeping | $83,246 |
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 | $139,755 | $110,299+26.7% | $102,423+36.4% | $199,593-30.0% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 15.18% | 35.73%-20.6pp | 29.32%-14.1pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,330 | $3,603+75.7% | $3,023+109.4% | $3,034+108.6% |
| Participant deferral / active EE | $6,047 | $6,376-5.2% | $5,053+19.7% | $5,087+18.9% |
| Admin fee / account holder | $38 | $122-68.7% | $9,451-99.6% | $269-85.8% |