Filed April 22, 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 26 · EIN 71-0294708 | Advisory (Participants) | $5,266 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,106 | $56,171+3.4% | $108,745-46.6% | $55,167+5.3% |
| Participation rate | 74.5% | 70.7%+3.8pp | 77.7%-3.1pp | 69.0%+5.6pp |
| Annual return | 11.32% | 214.86%-203.5pp | 46.22%-34.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $3,007 | $2,153+39.7% | $3,323-9.5% | $1,963+53.2% |
| Participant deferral / active EE | $3,993 | $3,437+16.2% | $5,121-22.0% | $3,054+30.7% |
| Admin fee / account holder | $102 | $302-66.2% | $6,144-98.3% | $504-79.8% |