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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,872 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,164 | $45,000+29.3% | $143,757-59.5% | $77,904-25.3% |
| Participation rate | 88.2% | 66.8%+21.4pp | 80.3%+7.9pp | 73.7%+14.5pp |
| Annual return | -14.92% | 29.03%-44.0pp | -0.04%-14.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,518 | $1,870+34.7% | $4,951-49.1% | $2,848-11.6% |
| Participant deferral / active EE | $3,427 | $3,157+8.6% | $5,637-39.2% | $4,806-28.7% |
| Admin fee / account holder | $48 | $98-50.9% | $14,673-99.7% | $133-63.5% |