Filed November 20, 2013
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 64 · EIN 71-0294708 | Recordkeeping Fees | $42,158 |
Service code 99 · EIN 26-4766975 | Other Fees | $28,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,267 | $52,293-13.4% | $178,490-74.6% | $73,409-38.3% |
| Participation rate | 84.7% | 65.3%+19.3pp | 81.9%+2.7pp | 72.2%+12.5pp |
| Annual return | 19.64% | 34.75%-15.1pp | 151.07%-131.4pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,520 | $1,735-12.4% | $5,011-69.7% | $2,234-32.0% |
| Participant deferral / active EE | $5,150 | $2,332+120.8% | $5,202-1.0% | $3,805+35.3% |
| Admin fee / account holder | $135 | $127+5.8% | $13,984-99.0% | $158-14.7% |