Filed May 29, 2003
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 RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,532 | $55,449-79.2% | $83,848-86.2% | $56,287-79.5% |
| Participation rate | 56.7% | 68.0%-11.3pp | 76.1%-19.4pp | 69.9%-13.1pp |
| Annual return | -5.99% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,194 | $2,430-9.7% | $3,631-39.6% | $2,111+3.9% |
| Participant deferral / active EE | $606 | $2,935-79.4% | $4,082-85.2% | $3,350-81.9% |
| Admin fee / account holder | $18 | $656-97.3% | $5,478-99.7% | $521-96.6% |