Filed December 3, 1992
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 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,846 | $58,208-7.5% | $81,812-34.2% | $80,856-33.4% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 10.75% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,510 | $2,340+7.3% | $2,912-13.8% | $2,755-8.9% |
| Participant deferral / active EE | $3,576 | $3,281+9.0% | $4,319-17.2% | $4,296-16.8% |
| Admin fee / account holder | $29 | $4,981-99.4% | $7,386-99.6% | $6,918-99.6% |