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 | $397,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,986 | $118,464-45.1% | $96,544-32.7% | $103,482-37.2% |
| Participation rate | 87.6% | 89.0%-1.4pp | 76.0%+11.6pp | 73.3%+14.3pp |
| Annual return | 14.47% | 18.79%-4.3pp | 25.84%-11.4pp | 33.11%-18.6pp |
| Employer contribution / active EE | $1,838 | $4,210-56.4% | $2,965-38.0% | $3,208-42.7% |
| Participant deferral / active EE | $3,383 | $7,277-53.5% | $4,851-30.3% | $5,207-35.0% |
| Admin fee / account holder | $52 | $81-36.4% | $8,252-99.4% | $114-54.9% |