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) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,883 | $60,124+27.9% | $90,404-15.0% | $79,858-3.7% |
| Participation rate | 84.8% | 65.0%+19.8pp | 72.7%+12.1pp | 69.6%+15.2pp |
| Annual return | 16.89% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,137 | $2,068+3.4% | $3,262-34.5% | $2,471-13.5% |
| Participant deferral / active EE | $2,923 | $2,938-0.5% | $3,963-26.2% | $3,740-21.8% |
| Admin fee / account holder | $33 | $3,976-99.2% | $5,611-99.4% | $5,306-99.4% |