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 | $458,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,668 | $159,391-56.9% | $102,423-33.0% | $99,062-30.7% |
| Participation rate | 90.9% | 88.6%+2.3pp | 76.5%+14.4pp | 71.6%+19.2pp |
| Annual return | 12.05% | 19.03%-7.0pp | 29.32%-17.3pp | 17.66%-5.6pp |
| Employer contribution / active EE | $2,094 | $4,207-50.2% | $3,023-30.7% | $3,262-35.8% |
| Participant deferral / active EE | $4,306 | $7,498-42.6% | $5,053-14.8% | $5,331-19.2% |
| Admin fee / account holder | $58 | $159-63.3% | $9,451-99.4% | $109-46.5% |