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) | $524 |
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 | $16,150 | $43,717-63.1% | $81,478-80.2% | $77,958-79.3% |
| Participation rate | 7.9% | 42.5%-34.7pp | 68.0%-60.1pp | 71.6%-63.8pp |
| Annual return | 17.45% | 23.83%-6.4pp | 38.78%-21.3pp | 20.87%-3.4pp |
| Employer contribution / active EE | $102 | $919-88.9% | $2,568-96.0% | $2,310-95.6% |
| Participant deferral / active EE | $227 | $1,783-87.2% | $3,537-93.6% | $3,537-93.6% |
| Admin fee / account holder | $61 | $108-43.5% | $4,561-98.7% | $97-37.4% |