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) | $637,006 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $57,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,309 | $110,760+110.6% | $162,163+43.9% | $82,204+183.8% |
| Participation rate | 95.7% | 92.7%+3.0pp | 87.6%+8.1pp | 73.4%+22.3pp |
| Annual return | 24.66% | 22.97%+1.7pp | 115.59%-90.9pp | 26.31%-1.6pp |
| Employer contribution / active EE | $11,586 | $4,437+161.1% | $5,614+106.4% | $2,707+328.0% |
| Participant deferral / active EE | $12,178 | $6,652+83.1% | $7,298+66.9% | $4,246+186.8% |
| Admin fee / account holder | $80 | $65+22.3% | $10,843-99.3% | $76+5.4% |