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 PLANNING4 years Service code 99 · EIN 22-3200158 | Other Fees | $2,284 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $0 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,167 | $122,239-50.0% | $184,203-66.8% | $74,495-17.9% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 12.78% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,516 | $4,537-44.5% | $6,427-60.8% | $2,623-4.1% |
| Participant deferral / active EE | $6,019 | $7,139-15.7% | $9,131-34.1% | $4,346+38.5% |
| Admin fee / account holder | $27 | $1,260-97.9% | $13,901-99.8% | $1,942-98.6% |