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 | $39,646 |
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 | $198,475 | $88,730+123.7% | $82,313+141.1% | $77,958+154.6% |
| Participation rate | 98.4% | 84.5%+13.8pp | 76.9%+21.5pp | 71.6%+26.7pp |
| Annual return | 17.47% | 20.88%-3.4pp | 25.88%-8.4pp | 20.87%-3.4pp |
| Employer contribution / active EE | $8,713 | $2,758+215.9% | $2,428+258.8% | $2,310+277.1% |
| Participant deferral / active EE | $8,258 | $4,634+78.2% | $3,706+122.8% | $3,537+133.5% |
| Admin fee / account holder | $25 | $74-66.3% | $5,608-99.6% | $97-74.4% |