Filed November 22, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $70,357 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,200 | $53,136+32.1% | $155,509-54.9% | $199,593-64.8% |
| Participation rate | 90.7% | 64.1%+26.6pp | 78.2%+12.5pp | 72.0%+18.7pp |
| Annual return | 15.80% | 41.15%-25.4pp | 64.67%-48.9pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,306 | $1,851+24.6% | $4,672-50.6% | $3,034-24.0% |
| Participant deferral / active EE | $5,195 | $3,161+64.4% | $5,626-7.7% | $5,087+2.1% |
| Admin fee / account holder | $56 | $185-69.8% | $15,912-99.6% | $269-79.2% |