Filed March 27, 2007 (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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $0 |
MORNINGSTAR10+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 49 · EIN 71-0294708 | Other Services | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,228 | $49,915+126.8% | $154,803-26.9% | $74,304+52.4% |
| Participation rate | 76.2% | 54.0%+22.2pp | 78.1%-1.9pp | 60.3%+15.8pp |
| Annual return | 14.65% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,290 | $1,611+42.1% | $4,305-46.8% | $2,241+2.2% |
| Participant deferral / active EE | $4,812 | $2,255+113.4% | $5,540-13.1% | $3,767+27.7% |
| Admin fee / account holder | $35 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |