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 | $334,047 |
Participant contribution per participant 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 | $63,178 | $106,087-40.4% | $86,677-27.1% | $78,044-19.0% |
| Participation rate | 84.6% | 89.6%-5.0pp | 76.6%+8.0pp | 74.4%+10.1pp |
| Annual return | -14.32% | -14.87%+0.6pp | 35.91%-50.2pp | 10.87%-25.2pp |
| Employer contribution / active EE | $1,642 | $4,110-60.0% | $2,836-42.1% | $3,125-47.4% |
| Participant deferral / active EE | $3,412 | $6,851-50.2% | $4,656-26.7% | $5,084-32.9% |
| Admin fee / account holder | $47 | $81-42.5% | $7,493-99.4% | $79-40.8% |