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 | $130,102 |
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 | $157,906 | $80,211+96.9% | $74,183+112.9% | $63,975+146.8% |
| Participation rate | 97.0% | 84.2%+12.8pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 7.98% | 14.13%-6.2pp | 17.74%-9.8pp | 48.65%-40.7pp |
| Employer contribution / active EE | $8,176 | $2,553+220.2% | $2,370+245.0% | $2,182+274.7% |
| Participant deferral / active EE | $7,315 | $4,370+67.4% | $3,550+106.1% | $3,356+117.9% |
| Admin fee / account holder | $25 | $67-62.8% | $5,586-99.6% | $70-64.5% |