Filed July 11, 2006
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 5-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 COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,491 | $78,275-87.9% | $109,143-91.3% | $86,799-89.1% |
| Participation rate | 40.6% | 73.8%-33.2pp | 75.9%-35.3pp | 72.3%-31.7pp |
| Annual return | 17.76% | 19.14%-1.4pp | 25.75%-8.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $910 | $3,105-70.7% | $3,722-75.5% | $2,405-62.2% |
| Participant deferral / active EE | $1,512 | $3,641-58.5% | $4,653-67.5% | $4,131-63.4% |
| Admin fee / account holder | $13 | $198-93.3% | $6,752-99.8% | $170-92.2% |