Filed March 8, 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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,261 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,316 | $70,002+253.3% | $115,037+115.0% | $52,331+372.6% |
| Participation rate | 98.0% | 72.1%+25.9pp | 81.4%+16.7pp | 68.1%+29.9pp |
| Annual return | -1.51% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $9,331 | $2,715+243.7% | $4,608+102.5% | $1,882+395.9% |
| Participant deferral / active EE | $9,715 | $4,920+97.5% | $6,026+61.2% | $3,022+221.5% |
| Admin fee / account holder | $24 | $566-95.8% | $8,175-99.7% | $592-96.0% |