Filed December 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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,841 | $52,450-37.4% | $129,295-74.6% | $74,546-55.9% |
| Participation rate | 82.3% | 53.8%+28.4pp | 69.6%+12.6pp | 67.2%+15.1pp |
| Annual return | 14.23% | 15.65%-1.4pp | 9429.28%-9415.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,630 | $1,532+6.4% | $4,157-60.8% | $2,624-37.9% |
| Participant deferral / active EE | $2,443 | $2,797-12.7% | $4,169-41.4% | $4,347-43.8% |
| Admin fee / account holder | $20 | $2,636-99.2% | $7,665-99.7% | $1,944-99.0% |