Filed December 14, 2015 (most recent of 3 filings on file)
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 INSUR & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $36,434 | $70,083-48.0% | $59,878-39.2% | $55,725-34.6% |
| Participation rate | 86.5% | 78.4%+8.1pp | 74.7%+11.8pp | 70.9%+15.7pp |
| Annual return | 9.81% | 3.13%+6.7pp | 3.46%+6.3pp | 244.93%-235.1pp |
| Employer contribution / active EE | $2,712 | $2,878-5.8% | $2,722-0.4% | $2,078+30.5% |
| Participant deferral / active EE | $2,556 | $3,079-17.0% | $3,402-24.9% | $3,356-23.8% |
| Admin fee / account holder | $36 | $70-49.0% | $3,590-99.0% | $115-68.9% |