Filed January 25, 2013 (most recent of 2 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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL4 years Filed as: ADVISOR Service code 99 | Other Fees | $22,130 |
OTHER4 years Filed as: OTHER SERVICES Service code 49 | Other Services | $5,914 |
INVESTMENT ADVISORY-PLAN2 years Filed as: INVESTMENT ADVISORY (PLAN) Service code 27 | Advisory (Plan) | $1,788 |
BENEFITS ADMINISTRATORS, LLC4 years Filed as: ERAS, LLC Service code 49 269 W MAIN ST STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,807 | $89,248-27.4% | $136,007-52.4% | $74,495-13.0% |
| Participation rate | 72.1% | 69.4%+2.7pp | 76.5%-4.4pp | 67.2%+4.9pp |
| Annual return | 10.93% | 22.76%-11.8pp | 579.32%-568.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $4,724 | $2,838+66.5% | $4,217+12.0% | $2,623+80.1% |
| Participant deferral / active EE | $2,848 | $4,598-38.1% | $7,025-59.5% | $4,346-34.5% |
| Admin fee / account holder | $63 | $1,545-95.9% | $6,858-99.1% | $1,942-96.8% |