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 | $460,777 |
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 | $218,324 | $118,464+84.3% | $96,544+126.1% | $103,482+111.0% |
| Participation rate | 97.5% | 89.0%+8.5pp | 76.0%+21.5pp | 73.3%+24.2pp |
| Annual return | 20.02% | 18.79%+1.2pp | 25.84%-5.8pp | 33.11%-13.1pp |
| Employer contribution / active EE | $10,006 | $4,210+137.6% | $2,965+237.5% | $3,208+211.9% |
| Participant deferral / active EE | $9,206 | $7,277+26.5% | $4,851+89.8% | $5,207+76.8% |
| Admin fee / account holder | $43 | $81-47.3% | $8,252-99.5% | $114-62.6% |