Filed November 30, 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 INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $254 |
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 | $17,076 | $31,370-45.6% | $74,583-77.1% | $63,975-73.3% |
| Participation rate | 6.8% | 42.6%-35.7pp | 68.1%-61.3pp | 71.1%-64.3pp |
| Annual return | 11.45% | -105.16%+116.6pp | 20.47%-9.0pp | 48.65%-37.2pp |
| Employer contribution / active EE | $83 | $822-89.9% | $2,525-96.7% | $2,182-96.2% |
| Participant deferral / active EE | $191 | $1,560-87.8% | $3,458-94.5% | $3,356-94.3% |
| Admin fee / account holder | $67 | $77-12.6% | $4,138-98.4% | $70-4.7% |