Filed January 12, 2000
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 Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,630 |
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 | $56,358 | $38,365+46.9% | $84,611-33.4% | $65,185-13.5% |
| Participation rate | 88.2% | 55.7%+32.5pp | 68.2%+20.0pp | 70.2%+18.0pp |
| Annual return | 18.96% | 32.00%-13.0pp | 258.74%-239.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $369 | $1,258-70.7% | $2,652-86.1% | $2,177-83.0% |
| Participant deferral / active EE | $2,402 | $2,278+5.4% | $3,899-38.4% | $3,514-31.6% |
| Admin fee / account holder | $156 | $451-65.5% | $4,912-96.8% | $847-81.6% |