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 | $303,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,444 | $124,049+77.7% | $95,952+129.7% | $93,223+136.5% |
| Participation rate | 97.3% | 88.4%+8.9pp | 77.1%+20.2pp | 74.9%+22.3pp |
| Annual return | 17.86% | 22.17%-4.3pp | 91.61%-73.7pp | 19.29%-1.4pp |
| Employer contribution / active EE | $8,530 | $3,478+145.3% | $2,541+235.7% | $2,680+218.3% |
| Participant deferral / active EE | $7,994 | $6,147+30.1% | $4,167+91.8% | $4,563+75.2% |
| Admin fee / account holder | $34 | $73-53.5% | $6,795-99.5% | $79-57.4% |