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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $31,053 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,702 | $50,815+78.5% | $155,509-41.7% | $77,643+16.8% |
| Participation rate | 82.7% | 63.1%+19.5pp | 78.2%+4.5pp | 70.6%+12.1pp |
| Annual return | 11.52% | 34.80%-23.3pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,371 | $1,993-31.2% | $4,672-70.7% | $2,726-49.7% |
| Participant deferral / active EE | $3,154 | $2,822+11.7% | $5,626-43.9% | $4,647-32.1% |
| Admin fee / account holder | $82 | $437-81.3% | $15,912-99.5% | $430-81.1% |