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 |
|---|---|---|
KEITH R SOLTIS3 years Filed as: KEITH WILLIAMS Service code 55 1 ORANGE WAY #A1N · WINDSOR, CT 06095 | Other Commissions | $21,000 |
MARTY BARON3 years Service code 55 1 ORANGE WAY #A1N · WINDSOR, CT 06095 | Other Commissions | $21,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $17,608 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,835 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,913 | $59,339+16.1% | $149,673-54.0% | $103,482-33.4% |
| Participation rate | 91.2% | 70.2%+21.0pp | 78.8%+12.4pp | 73.3%+17.9pp |
| Annual return | 17.44% | 77.78%-60.3pp | 134.42%-117.0pp | 33.11%-15.7pp |
| Employer contribution / active EE | $2,619 | $2,178+20.3% | $4,818-45.6% | $3,208-18.4% |
| Participant deferral / active EE | $3,632 | $3,716-2.3% | $5,680-36.1% | $5,207-30.3% |
| Admin fee / account holder | $63 | $103-38.9% | $13,210-99.5% | $114-44.8% |