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 5-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 37 · EIN 04-3581074 | Loan Processing | $10,535 |
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 | $170,187 | $80,211+112.2% | $74,183+129.4% | $63,975+166.0% |
| Participation rate | 98.4% | 84.2%+14.2pp | 76.6%+21.8pp | 71.1%+27.2pp |
| Annual return | 8.75% | 14.13%-5.4pp | 17.74%-9.0pp | 48.65%-39.9pp |
| Employer contribution / active EE | $8,613 | $2,553+237.3% | $2,370+263.4% | $2,182+294.8% |
| Participant deferral / active EE | $7,771 | $4,370+77.8% | $3,550+118.9% | $3,356+131.5% |
| Admin fee / account holder | $22 | $67-67.4% | $5,586-99.6% | $70-68.9% |