Filed January 18, 2014
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 RETIREMMENT INSURANCE & ANNUIT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $132,692 |
Filed as: GLOBAL RETIREMENT SERVICES Service code 99 | Other Fees | $23,000 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $13,941 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,979 | $96,018-76.1% | $65,493-64.9% | $85,563-73.1% |
| Participation rate | 76.0% | 74.8%+1.2pp | 73.1%+2.9pp | 66.0%+10.0pp |
| Annual return | 15.66% | 14.51%+1.1pp | 982.45%-966.8pp | 31.51%-15.9pp |
| Employer contribution / active EE | $3,558 | $3,235+10.0% | $2,574+38.2% | $2,654+34.1% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $93 | $271-65.7% | $5,028-98.2% | $834-88.9% |