Filed November 9, 2005 (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 |
|---|---|---|
Filed as: VOYA Service code 15 · EIN 04-3581074 | Recordkeeping | $505,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,645 | $159,391+62.3% | $102,423+152.5% | $99,062+161.1% |
| Participation rate | 97.2% | 88.6%+8.7pp | 76.5%+20.7pp | 71.6%+25.6pp |
| Annual return | 15.96% | 19.03%-3.1pp | 29.32%-13.4pp | 17.66%-1.7pp |
| Employer contribution / active EE | $10,446 | $4,207+148.3% | $3,023+245.5% | $3,262+220.2% |
| Participant deferral / active EE | $10,114 | $7,498+34.9% | $5,053+100.2% | $5,331+89.7% |
| Admin fee / account holder | $48 | $159-69.8% | $9,451-99.5% | $109-55.9% |