Filed June 12, 1996
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 INS AND ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,304 |
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 | $60,444 | $54,762+10.4% | $90,281-33.0% | $72,985-17.2% |
| Participation rate | 94.4% | 65.1%+29.3pp | 73.3%+21.2pp | 69.5%+25.0pp |
| Annual return | 20.95% | 30.63%-9.7pp | 78.10%-57.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,136 | $2,092+2.1% | $2,854-25.2% | $2,440-12.5% |
| Participant deferral / active EE | $2,836 | $2,887-1.8% | $3,885-27.0% | $3,607-21.4% |
| Admin fee / account holder | $70 | $3,972-98.2% | $5,351-98.7% | $5,124-98.6% |