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 | $40,822 |
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 | $24,119 | $58,879-59.0% | $178,490-86.5% | $73,488-67.2% |
| Participation rate | 97.2% | 66.2%+31.0pp | 81.9%+15.3pp | 70.7%+26.5pp |
| Annual return | 20.50% | 24.86%-4.4pp | 151.07%-130.6pp | 28.51%-8.0pp |
| Employer contribution / active EE | $3,880 | $2,236+73.5% | $5,011-22.6% | $2,270+70.9% |
| Participant deferral / active EE | $7,272 | $2,567+183.3% | $5,202+39.8% | $3,740+94.5% |
| Admin fee / account holder | $191 | $400-52.3% | $13,984-98.6% | $513-62.8% |