Filed May 30, 2013
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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $16,520 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 | Advisory (Plan) | $16,520 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $99,422 | $64,457+54.2% | $111,392-10.7% | $55,725+78.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.9%+21.1pp | 70.9%+29.1pp |
| Annual return | -1.94% | -19.97%+18.0pp | -2.06%+0.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $6,920 | $3,956+74.9% | $4,328+59.9% | $2,078+233.0% |
| Participant deferral / active EE | $3,924 | $5,219-24.8% | $5,567-29.5% | $3,356+16.9% |
| Admin fee / account holder | $19 | $112-83.4% | $12,266-99.8% | $115-83.9% |