Filed January 6, 2006
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 7-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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,563 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,721 |
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 | $32,627 | $38,925-16.2% | $73,843-55.8% | $55,191-40.9% |
| Participation rate | 87.3% | 66.0%+21.2pp | 73.4%+13.8pp | 69.2%+18.1pp |
| Annual return | -0.01% | 6.31%-6.3pp | 2267.84%-2267.9pp | 10.78%-10.8pp |
| Employer contribution / active EE | $5,167 | $1,695+204.9% | $2,787+85.4% | $1,899+172.2% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $7 | $83-91.8% | $4,880-99.9% | $91-92.5% |