Filed September 28, 2009
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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,605 |
Filed as: VOYA RETIREMENTINSURANCE & ANNUITY Service code 27 | Advisory (Plan) | $11,605 |
Filed as: CAPITAL RETIREMENT PLAN SVCS Service code 99 · EIN 25-1802421 | Other Fees | $11,509 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,648 | $59,186+184.9% | $76,768+119.7% | $56,287+199.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.06% | 6.62%-8.7pp | 2.43%-4.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $7,057 | $1,759+301.3% | $2,485+183.9% | $2,111+234.3% |
| Participant deferral / active EE | $4,299 | $3,255+32.1% | $3,852+11.6% | $3,350+28.3% |
| Admin fee / account holder | $13 | $489-97.4% | $6,675-99.8% | $521-97.6% |