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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORINGSTAR INVESTMENT MANAGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,877 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,261 |
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 | $65,149 | $56,095+16.1% | $178,490-63.5% | $90,288-27.8% |
| Participation rate | 93.0% | 65.6%+27.4pp | 81.9%+11.1pp | 73.4%+19.6pp |
| Annual return | 19.08% | 28.81%-9.7pp | 151.07%-132.0pp | 53.97%-34.9pp |
| Employer contribution / active EE | $2,416 | $1,572+53.7% | $5,011-51.8% | $2,524-4.3% |
| Participant deferral / active EE | $3,048 | $2,669+14.2% | $5,202-41.4% | $4,232-28.0% |
| Admin fee / account holder | $82 | $101-18.5% | $13,984-99.4% | $114-28.1% |