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) | $1,249,374 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $95,223 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,337 | $135,240+74.0% | $169,993+38.4% | $96,393+144.1% |
| Participation rate | 98.6% | 86.5%+12.1pp | 87.0%+11.6pp | 71.3%+27.4pp |
| Annual return | 21.33% | 22.04%-0.7pp | 53.37%-32.0pp | 22.88%-1.6pp |
| Employer contribution / active EE | $14,080 | $5,029+180.0% | $6,785+107.5% | $3,238+334.8% |
| Participant deferral / active EE | $15,890 | $8,138+95.3% | $10,408+52.7% | $5,455+191.3% |
| Admin fee / account holder | $96 | $85+13.1% | $12,815-99.3% | $74+29.9% |