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) | $1,670,488 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $43,503 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $270,874 | $152,104+78.1% | $184,203+47.1% | $106,382+154.6% |
| Participation rate | 98.7% | 85.9%+12.8pp | 86.8%+11.8pp | 69.9%+28.8pp |
| Annual return | 14.90% | 20.70%-5.8pp | 28.81%-13.9pp | 17.37%-2.5pp |
| Employer contribution / active EE | $14,977 | $5,326+181.2% | $6,427+133.0% | $3,364+345.3% |
| Participant deferral / active EE | $17,039 | $8,559+99.1% | $9,131+86.6% | $5,569+206.0% |
| Admin fee / account holder | $120 | $103+16.8% | $13,901-99.1% | $79+51.2% |