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 | $55,385 |
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 | $21,213 | $65,061-67.4% | $143,757-85.2% | $66,914-68.3% |
| Participation rate | 93.1% | 65.2%+27.9pp | 80.3%+12.8pp | 69.8%+23.3pp |
| Annual return | -17.40% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,330 | $2,361-1.3% | $4,951-52.9% | $2,544-8.4% |
| Participant deferral / active EE | $4,394 | $2,919+50.5% | $5,637-22.1% | $4,237+3.7% |
| Admin fee / account holder | $188 | $502-62.6% | $14,673-98.7% | $593-68.4% |