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) | $990,083 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $95,421 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,966 | $118,441+67.1% | $151,611+30.6% | $89,394+121.5% |
| Participation rate | 97.9% | 88.0%+10.0pp | 87.5%+10.4pp | 71.3%+26.7pp |
| Annual return | -17.32% | -9.10%-8.2pp | 3.33%-20.6pp | -11.89%-5.4pp |
| Employer contribution / active EE | $12,380 | $4,770+159.5% | $6,166+100.8% | $3,022+309.7% |
| Participant deferral / active EE | $13,878 | $7,648+81.5% | $8,363+65.9% | $5,123+170.9% |
| Admin fee / account holder | $84 | $90-6.3% | $11,616-99.3% | $79+5.7% |