Filed February 11, 2011
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 |
|---|---|---|
WELLS THOMAS, LLC3 years Filed as: WELLS THOMAS LLC Service code 49 | Other Services | $2,906 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $57 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,664 | $55,415-10.4% | $155,509-68.1% | $74,495-33.3% |
| Participation rate | 88.1% | 61.9%+26.2pp | 78.2%+10.0pp | 67.2%+20.9pp |
| Annual return | 14.37% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,454 | $2,267+8.2% | $4,672-47.5% | $2,623-6.4% |
| Participant deferral / active EE | $5,037 | $2,836+77.6% | $5,626-10.5% | $4,346+15.9% |
| Admin fee / account holder | $44 | $1,738-97.5% | $15,912-99.7% | $1,942-97.7% |