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 | $152,812 |
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 | $185,462 | $88,730+109.0% | $82,313+125.3% | $77,958+137.9% |
| Participation rate | 96.0% | 84.5%+11.4pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 17.12% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $8,068 | $2,758+192.5% | $2,428+232.3% | $2,310+249.2% |
| Participant deferral / active EE | $7,373 | $4,634+59.1% | $3,706+98.9% | $3,537+108.5% |
| Admin fee / account holder | $28 | $74-61.5% | $5,608-99.5% | $97-70.8% |