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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $248,376 |
ESSEX FINANCIAL SERVICES3+ years Filed as: ESSEX FINANCIAL SERVICES INC. Service code 51 · EIN 36-4529342 | Investment Mgmt Fees | $11,283 |
TIAA2+ years Service code 51 · EIN 13-1624203 | Investment Mgmt Fees | $889 |
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 | $41,216 | $48,835-15.6% | $170,442-75.8% | $177,276-76.8% |
| Participation rate | 91.8% | 72.1%+19.7pp | 83.6%+8.2pp | 74.8%+16.9pp |
| Annual return | 18.07% | 19.44%-1.4pp | 205.93%-187.9pp | 21.25%-3.2pp |
| Employer contribution / active EE | $1,785 | $1,798-0.7% | $5,433-67.1% | $2,479-28.0% |
| Participant deferral / active EE | $2,183 | $2,757-20.8% | $4,939-55.8% | $3,881-43.7% |
| Admin fee / account holder | $51 | $52-2.4% | $13,880-99.6% | $154-67.1% |