Filed July 5, 2005
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 |
|---|---|---|
ESSEX FINANCIAL SERVICES2+ years Filed as: ESSEX FINANCIAL SERVICES INC. Service code 51 · EIN 36-4529342 | Investment Mgmt Fees | $55,714 |
TIAA1+ years Service code 51 · EIN 13-1624203 | Investment Mgmt Fees | $38,455 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,261 |
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 | $38,743 | $37,213+4.1% | $156,549-75.3% | $63,975-39.4% |
| Participation rate | 94.7% | 65.0%+29.7pp | 84.0%+10.6pp | 71.1%+23.5pp |
| Annual return | 8.40% | 47.89%-39.5pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,972 | $1,357+45.3% | $5,501-64.2% | $2,182-9.6% |
| Participant deferral / active EE | $2,359 | $2,070+14.0% | $4,871-51.6% | $3,356-29.7% |
| Admin fee / account holder | $23 | $56-58.6% | $13,027-99.8% | $70-66.9% |