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 | $163,460 |
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 | $172,860 | $78,852+119.2% | $76,768+125.2% | $75,289+129.6% |
| Participation rate | 96.5% | 85.0%+11.6pp | 77.0%+19.6pp | 72.4%+24.1pp |
| Annual return | -5.03% | -1.29%-3.7pp | 2.43%-7.5pp | -0.04%-5.0pp |
| Employer contribution / active EE | $8,562 | $2,794+206.4% | $2,485+244.5% | $2,405+256.0% |
| Participant deferral / active EE | $7,890 | $4,800+64.4% | $3,852+104.8% | $3,739+111.0% |
| Admin fee / account holder | $29 | $79-63.4% | $6,675-99.6% | $102-71.7% |