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 | $281,268 |
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 | $187,003 | $117,238+59.5% | $87,100+114.7% | $82,204+127.5% |
| Participation rate | 96.5% | 87.2%+9.2pp | 76.9%+19.6pp | 73.4%+23.1pp |
| Annual return | 69.65% | 25.80%+43.9pp | 28.19%+41.5pp | 26.31%+43.3pp |
| Employer contribution / active EE | $6,984 | $3,535+97.6% | $2,521+177.0% | $2,707+158.0% |
| Participant deferral / active EE | $6,306 | $5,976+5.5% | $4,049+55.8% | $4,246+48.5% |
| Admin fee / account holder | $31 | $81-61.6% | $7,497-99.6% | $76-58.7% |