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 |
|---|---|---|
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,279 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,413 |
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 | $36,667 | $46,100-20.5% | $86,590-57.7% | $69,631-47.3% |
| Participation rate | 98.6% | 67.2%+31.4pp | 73.5%+25.0pp | 70.7%+27.9pp |
| Annual return | 16.50% | 21.02%-4.5pp | 964.84%-948.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $4,880 | $1,850+163.8% | $2,839+71.9% | $2,032+140.2% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $8 | $94-91.5% | $4,906-99.8% | $110-92.8% |