Filed October 18, 2004
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 4-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 INS AND ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $39,873 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,764 |
MERCER1+ years Filed as: MERCER (US) INC Service code 27 PO BOX 730182 · DALLAS, TX 753730182 | Advisory (Plan) | $7,782 |
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 | $24,935 | $185,342-86.5% | $111,297-77.6% | $86,799-71.3% |
| Participation rate | 90.7% | 81.0%+9.7pp | 77.3%+13.4pp | 72.3%+18.4pp |
| Annual return | 41.28% | 500.80%-459.5pp | 54.65%-13.4pp | 97.91%-56.6pp |
| Employer contribution / active EE | $1,435 | $2,246-36.1% | $2,731-47.5% | $2,405-40.4% |
| Participant deferral / active EE | $3,001 | $4,458-32.7% | $4,487-33.1% | $4,131-27.4% |
| Admin fee / account holder | $98 | $255-61.5% | $7,964-98.8% | $170-42.1% |