Filed November 2, 2004
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 |
|---|---|---|
MORNINGSTAR9+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,242 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,590 | $47,126+81.6% | $149,673-42.8% | $74,419+15.0% |
| Participation rate | 66.6% | 63.4%+3.2pp | 78.8%-12.2pp | 70.7%-4.1pp |
| Annual return | 14.26% | 22.75%-8.5pp | 134.42%-120.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $1,195 | $1,905-37.3% | $4,818-75.2% | $2,637-54.7% |
| Participant deferral / active EE | $3,174 | $2,728+16.3% | $5,680-44.1% | $4,528-29.9% |
| Admin fee / account holder | $83 | $343-75.9% | $13,210-99.4% | $348-76.3% |