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 | $70,109 |
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 | $25,196 | $47,126-46.5% | $149,673-83.2% | $74,419-66.1% |
| Participation rate | 94.1% | 63.4%+30.7pp | 78.8%+15.3pp | 70.7%+23.4pp |
| Annual return | 18.78% | 22.75%-4.0pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,578 | $1,905+35.3% | $4,818-46.5% | $2,637-2.3% |
| Participant deferral / active EE | $4,493 | $2,728+64.7% | $5,680-20.9% | $4,528-0.8% |
| Admin fee / account holder | $212 | $343-38.0% | $13,210-98.4% | $348-38.9% |