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) | $1,002,015 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $76,324 |
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 | $284,950 | $136,780+108.3% | $189,513+50.4% | $101,517+180.7% |
| Participation rate | 93.4% | 90.9%+2.5pp | 87.8%+5.6pp | 74.6%+18.8pp |
| Annual return | 16.24% | 37.00%-20.8pp | 555.15%-538.9pp | 21.00%-4.8pp |
| Employer contribution / active EE | $12,473 | $4,857+156.8% | $6,162+102.4% | $2,973+319.5% |
| Participant deferral / active EE | $13,810 | $7,572+82.4% | $8,221+68.0% | $4,873+183.4% |
| Admin fee / account holder | $104 | $64+61.4% | $12,045-99.1% | $139-25.8% |