Filed February 26, 2009 (most recent of 3 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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,433,020 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $740,381 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 13-3575636 | Investment Management | $273,143 |
PRICEWATERHOUSECOOPERS LLP6+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $96,900 |
KELLEY DRYE & WARREN LLP6+ years Filed as: KELLY DRYE & WARREN LLP Service code 29 · EIN 13-5335107 | Legal | $65,694 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $45,135 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $8,100 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,494 | $139,618+31.4% | $100,516+82.6% | $106,222+72.7% |
| Participation rate | 96.4% | 83.2%+13.2pp | 79.4%+17.0pp | 70.8%+25.6pp |
| Annual return | 15.40% | 22.24%-6.8pp | 30.89%-15.5pp | 21.69%-6.3pp |
| Employer contribution / active EE | $3,850 | $3,379+14.0% | $3,418+12.7% | $2,723+41.4% |
| Participant deferral / active EE | $10,379 | $8,459+22.7% | $6,270+65.5% | $4,600+125.6% |
| Admin fee / account holder | $115 | $91+26.8% | $8,081-98.6% | $78+46.9% |