Filed January 28, 2015
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 INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $47,616 |
VALIANT RETIRE INC.2 years Service code 15 · EIN 87-1649469 | Recordkeeping | $6,300 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,587 | $84,784-43.9% | $98,439-51.7% | $74,419-36.1% |
| Participation rate | 83.3% | 81.5%+1.7pp | 75.2%+8.1pp | 70.7%+12.5pp |
| Annual return | 15.38% | 20.59%-5.2pp | 21.16%-5.8pp | 34.38%-19.0pp |
| Employer contribution / active EE | $389 | $3,364-88.4% | $3,048-87.2% | $2,637-85.2% |
| Participant deferral / active EE | $2,591 | $5,218-50.4% | $4,738-45.3% | $4,528-42.8% |
| Admin fee / account holder | $203 | $204-0.5% | $8,948-97.7% | $348-41.5% |