Filed March 26, 2001 (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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,704,662 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $96,078 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,336 | $171,977+82.8% | $200,582+56.7% | $140,769+123.3% |
| Participation rate | 98.4% | 93.2%+5.1pp | 86.9%+11.5pp | 74.2%+24.2pp |
| Annual return | 17.81% | 19.20%-1.4pp | 42.33%-24.5pp | 16.82%+1.0pp |
| Employer contribution / active EE | $15,328 | $6,031+154.1% | $6,419+138.8% | $3,906+292.4% |
| Participant deferral / active EE | $17,065 | $9,366+82.2% | $9,331+82.9% | $6,717+154.1% |
| Admin fee / account holder | $123 | $68+80.7% | $16,305-99.2% | $229-46.4% |