Filed December 21, 2009
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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $90,889 |
Filed as: MML INVESTORS SERVICES INC Service code 99 · EIN 04-2746212 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,908 | $50,982+5.7% | $154,803-65.2% | $85,563-37.0% |
| Participation rate | 61.6% | 59.8%+1.8pp | 78.1%-16.5pp | 66.0%-4.4pp |
| Annual return | 12.80% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $724 | $1,708-57.6% | $4,305-83.2% | $2,654-72.7% |
| Participant deferral / active EE | $3,617 | $2,474+46.2% | $5,540-34.7% | $4,375-17.3% |
| Admin fee / account holder | $216 | $846-74.5% | $14,329-98.5% | $834-74.1% |