Filed February 29, 2012
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 | Advisory (Participants) | $20,104 |
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 | $23,702 | $60,124-60.6% | $90,404-73.8% | $79,858-70.3% |
| Participation rate | 95.8% | 65.0%+30.8pp | 72.7%+23.1pp | 69.6%+26.2pp |
| Annual return | 13.45% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,376 | $2,068+14.9% | $3,262-27.1% | $2,471-3.8% |
| Participant deferral / active EE | $3,186 | $2,938+8.4% | $3,963-19.6% | $3,740-14.8% |
| Admin fee / account holder | $121 | $3,976-97.0% | $5,611-97.8% | $5,306-97.7% |