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 | $45,343-44.7% | $150,298-83.3% | $67,986-63.1% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 21.11% | 33.28%-12.2pp | 62.79%-41.7pp | 31.67%-10.6pp |
| Employer contribution / active EE | $1,608 | $1,462+10.0% | $4,154-61.3% | $2,019-20.4% |
| Participant deferral / active EE | $2,638 | $2,055+28.4% | $5,453-51.6% | $3,358-21.4% |
| Admin fee / account holder | $161 | $2,250-92.9% | $14,116-98.9% | $3,203-95.0% |