Filed August 26, 2008
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 RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $661 |
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 | $51,213 | $36,767+39.3% | $81,478-37.1% | $62,292-17.8% |
| Participation rate | 71.5% | 54.4%+17.1pp | 68.0%+3.6pp | 69.5%+2.0pp |
| Annual return | 18.63% | 173.80%-155.2pp | 38.78%-20.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,703 | $1,128+51.0% | $2,568-33.7% | $2,042-16.6% |
| Participant deferral / active EE | $2,773 | $2,111+31.4% | $3,537-21.6% | $3,169-12.5% |
| Admin fee / account holder | $16 | $797-98.0% | $4,561-99.6% | $479-96.6% |