Filed November 25, 2008
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 AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,022 | $70,002+62.9% | $115,037-0.9% | $52,331+117.9% |
| Participation rate | 58.0% | 72.1%-14.1pp | 81.4%-23.4pp | 68.1%-10.1pp |
| Annual return | 6.38% | 4.04%+2.3pp | 26.14%-19.8pp | 4.54%+1.8pp |
| Employer contribution / active EE | $545 | $2,715-79.9% | $4,608-88.2% | $1,882-71.0% |
| Participant deferral / active EE | $4,781 | $4,920-2.8% | $6,026-20.7% | $3,022+58.2% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |