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) | $740,456 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $68,537 |
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 | $258,646 | $122,602+111.0% | $177,821+45.5% | $93,223+177.4% |
| Participation rate | 98.2% | 91.3%+6.9pp | 87.7%+10.5pp | 74.9%+23.3pp |
| Annual return | 20.39% | 22.53%-2.1pp | 48.32%-27.9pp | 19.29%+1.1pp |
| Employer contribution / active EE | $12,258 | $4,338+182.6% | $5,918+107.1% | $2,680+357.5% |
| Participant deferral / active EE | $13,402 | $7,134+87.9% | $7,714+73.7% | $4,563+193.7% |
| Admin fee / account holder | $82 | $62+33.7% | $12,427-99.3% | $79+4.0% |