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 | $411,708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,261 | $106,087+74.6% | $86,677+113.7% | $78,044+137.4% |
| Participation rate | 96.0% | 89.6%+6.4pp | 76.6%+19.4pp | 74.4%+21.5pp |
| Annual return | -14.11% | -14.87%+0.8pp | 35.91%-50.0pp | 10.87%-25.0pp |
| Employer contribution / active EE | $8,345 | $4,110+103.0% | $2,836+194.2% | $3,125+167.1% |
| Participant deferral / active EE | $7,799 | $6,851+13.8% | $4,656+67.5% | $5,084+53.4% |
| Admin fee / account holder | $39 | $81-52.0% | $7,493-99.5% | $79-50.6% |