Filed December 30, 1992
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $393,390 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $204,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,914 | $58,336+186.1% | $97,226+71.7% | $199,593-16.4% |
| Participation rate | 98.8% | 63.8%+35.0pp | 72.7%+26.1pp | 72.0%+26.8pp |
| Annual return | 15.51% | 32.81%-17.3pp | 75.13%-59.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $4,129 | $1,416+191.5% | $2,729+51.3% | $3,034+36.1% |
| Participant deferral / active EE | $9,719 | $3,240+200.0% | $4,264+128.0% | $5,087+91.1% |
| Admin fee / account holder | $213 | $114+87.2% | $5,654-96.2% | $269-20.6% |