Filed December 19, 2019
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $20,287 |
MORNINGSTAR9 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
PENSERV PLAN SERVICES, INC.4 years Filed as: PENSERV, INC. Service code 49 118 N BEDFORD ROAD, STE 303 · MOUNT KISCO, NY 10549 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,625 | $80,731+58.1% | $103,374+23.5% | $74,546+71.2% |
| Participation rate | 88.8% | 65.7%+23.1pp | 74.5%+14.3pp | 67.2%+21.6pp |
| Annual return | 14.40% | 27.56%-13.2pp | 24.89%-10.5pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $6,345 | $3,158+100.9% | $3,869+64.0% | $2,624+141.8% |
| Participant deferral / active EE | $10,430 | $3,860+170.2% | $5,058+106.2% | $4,347+139.9% |
| Admin fee / account holder | $156 | $2,369-93.4% | $8,394-98.1% | $1,944-92.0% |