Filed October 18, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,274 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,067 | $53,901+4.0% | $134,143-58.2% | $73,488-23.7% |
| Participation rate | 49.6% | 62.8%-13.2pp | 72.2%-22.6pp | 70.7%-21.1pp |
| Annual return | 15.92% | 15.82%+0.1pp | 36.33%-20.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $470 | $1,458-67.8% | $3,704-87.3% | $2,270-79.3% |
| Participant deferral / active EE | $1,612 | $2,739-41.1% | $3,499-53.9% | $3,740-56.9% |
| Admin fee / account holder | $85 | $581-85.4% | $6,684-98.7% | $513-83.5% |