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.
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| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,913 | $59,312+16.2% | $149,740-54.0% | $103,657-33.5% |
| Participation rate | 91.2% | 70.3%+20.9pp | 78.8%+12.4pp | 73.4%+17.8pp |
| Annual return | 17.44% | 78.03%-60.6pp | 134.51%-117.1pp | 33.13%-15.7pp |
| Employer contribution / active EE | $2,619 | $2,187+19.8% | $4,821-45.7% | $3,216-18.6% |
| Participant deferral / active EE | $3,632 | $3,719-2.4% | $5,683-36.1% | $5,218-30.4% |
| Admin fee / account holder | $63 | $103-38.6% | $13,222-99.5% | $114-44.8% |