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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P. O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,467 | $37,542-45.5% | $89,391-77.1% | $93,223-78.0% |
| Participation rate | 6.7% | 36.7%-30.0pp | 68.0%-61.3pp | 74.9%-68.2pp |
| Annual return | 12.77% | 16.65%-3.9pp | 245.62%-232.8pp | 19.29%-6.5pp |
| Employer contribution / active EE | $106 | $644-83.6% | $2,586-95.9% | $2,680-96.1% |
| Participant deferral / active EE | $242 | $1,684-85.6% | $3,890-93.8% | $4,563-94.7% |
| Admin fee / account holder | $49 | $107-53.7% | $4,881-99.0% | $79-37.5% |