Filed April 30, 2004
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 Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,524 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 99 · EIN 13-5674085 | Other Fees | $46,293 |
ACTUARIAL BENEFITS CORP6 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $10,318 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,956 | $58,778+29.2% | $129,207-41.2% | $77,643-2.2% |
| Participation rate | 33.8% | 59.2%-25.4pp | 69.6%-35.8pp | 70.6%-36.7pp |
| Annual return | 10.73% | 24.73%-14.0pp | 9417.33%-9406.6pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,196 | $1,952-38.7% | $4,153-71.2% | $2,726-56.1% |
| Participant deferral / active EE | $2,565 | $3,212-20.2% | $4,168-38.5% | $4,647-44.8% |
| Admin fee / account holder | $296 | $589-49.8% | $7,715-96.2% | $430-31.2% |