Filed May 21, 2008 (most recent of 3 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 64 · EIN 04-2647786 | Recordkeeping Fees | $46,068 |
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 | $25,062 | $49,915-49.8% | $154,803-83.8% | $74,304-66.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 21.11% | 34.06%-12.9pp | 58.88%-37.8pp | 29.43%-8.3pp |
| Employer contribution / active EE | $1,608 | $1,611-0.2% | $4,305-62.7% | $2,241-28.3% |
| Participant deferral / active EE | $2,638 | $2,255+17.0% | $5,540-52.4% | $3,767-30.0% |
| Admin fee / account holder | $161 | $2,189-92.7% | $14,329-98.9% | $2,969-94.6% |