Filed February 12, 2012
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 P.O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $538 |
MORNINGSTAR3+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $527 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,517 | $71,192-69.8% | $117,854-81.7% | $62,292-65.5% |
| Participation rate | 95.0% | 74.2%+20.7pp | 79.7%+15.3pp | 69.5%+25.4pp |
| Annual return | 18.54% | 18.66%-0.1pp | 335.08%-316.5pp | 28.90%-10.4pp |
| Employer contribution / active EE | $176 | $1,934-90.9% | $3,786-95.4% | $2,042-91.4% |
| Participant deferral / active EE | $2,485 | $3,189-22.1% | $4,482-44.5% | $3,169-21.6% |
| Admin fee / account holder | $44 | $587-92.6% | $8,020-99.5% | $479-90.9% |