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. $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 |
|---|---|---|
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% |