Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $717,498 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,242 | $73,283-28.7% | $155,509-66.4% | $106,382-50.9% |
| Participation rate | 98.7% | 73.3%+25.5pp | 78.2%+20.5pp | 69.9%+28.9pp |
| Annual return | 11.06% | 15.77%-4.7pp | 64.67%-53.6pp | 17.37%-6.3pp |
| Employer contribution / active EE | $5,489 | $2,247+144.2% | $4,672+17.5% | $3,364+63.2% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $36 | $56-36.5% | $15,912-99.8% | $79-55.0% |