Filed April 1, 2004
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) | $44,718 |
Service code 99 · EIN 47-1411118 | Other Fees | $24,927 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,034 | $132,049-40.9% | $200,582-61.1% | $74,304+5.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 14.00% | 22.22%-8.2pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $4,608 | $4,558+1.1% | $6,419-28.2% | $2,241+105.6% |
| Participant deferral / active EE | $5,190 | $7,213-28.0% | $9,331-44.4% | $3,767+37.8% |
| Admin fee / account holder | $301 | $2,405-87.5% | $16,305-98.2% | $2,969-89.9% |