Filed July 27, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PREFERRED PENSION PLANNING3 years Service code 99 · EIN 22-3760320 | Other Fees | $1,569 |
Filed as: VOYA INSTITUTIONAL TRUST Service code 21 · EIN 46-5416028 | Bank Trustee | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,249 | $130,194-56.0% | $169,993-66.3% | $71,457-19.9% |
| Participation rate | 98.9% | 86.1%+12.7pp | 87.0%+11.9pp | 67.9%+30.9pp |
| Annual return | 11.98% | 20.37%-8.4pp | 53.37%-41.4pp | 28.85%-16.9pp |
| Employer contribution / active EE | $3,004 | $4,381-31.4% | $6,785-55.7% | $2,588+16.1% |
| Participant deferral / active EE | $6,604 | $6,923-4.6% | $10,408-36.5% | $4,289+54.0% |
| Admin fee / account holder | $18 | $966-98.1% | $12,815-99.9% | $1,587-98.9% |