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 | $401,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,712 | $134,619+76.6% | $111,297+113.6% | $101,517+134.2% |
| Participation rate | 96.4% | 89.0%+7.4pp | 77.3%+19.1pp | 74.6%+21.9pp |
| Annual return | 14.70% | 17.96%-3.3pp | 54.65%-40.0pp | 21.00%-6.3pp |
| Employer contribution / active EE | $8,256 | $3,829+115.6% | $2,731+202.3% | $2,973+177.7% |
| Participant deferral / active EE | $7,910 | $6,572+20.4% | $4,487+76.3% | $4,873+62.3% |
| Admin fee / account holder | $42 | $86-51.1% | $7,964-99.5% | $139-69.7% |