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 64 · EIN 02-0488491 | Recordkeeping Fees | $453,363 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 65 · EIN 04-3516284 | Account Maintenance | $47,547 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,951 | $96,400+139.6% | $149,718+54.3% | $177,276+30.3% |
| Participation rate | 96.8% | 88.9%+7.8pp | 87.1%+9.7pp | 74.8%+21.9pp |
| Annual return | 18.53% | 19.02%-0.5pp | 1501.63%-1483.1pp | 21.25%-2.7pp |
| Employer contribution / active EE | $9,285 | $3,680+152.3% | $5,445+70.5% | $2,479+274.5% |
| Participant deferral / active EE | $11,062 | $5,510+100.8% | $6,569+68.4% | $3,881+185.1% |
| Admin fee / account holder | $71 | $69+2.7% | $11,283-99.4% | $154-53.8% |