Filed June 17, 2014
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 6-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 & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $21,107 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,362 | $52,953-59.7% | $172,739-87.6% | $65,185-67.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 82.6%+2.0pp | 70.2%+14.4pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,606 | $2,190-26.6% | $5,143-68.8% | $2,177-26.2% |
| Participant deferral / active EE | $3,895 | $2,471+57.6% | $5,198-25.1% | $3,514+10.8% |
| Admin fee / account holder | $115 | $472-75.7% | $13,954-99.2% | $847-86.5% |