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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,819 |
Filed as: VOYA RETIREMENTINSURANCE & ANNUITY Service code 27 | Advisory (Plan) | $12,819 |
Filed as: CAPITAL RETIREMENT PLAN SVCS Service code 99 · EIN 25-1802421 | Other Fees | $9,220 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $206,841 | $65,376+216.4% | $87,100+137.5% | $65,185+217.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 16.65% | 31.27%-14.6pp | 28.19%-11.5pp | 29.38%-12.7pp |
| Employer contribution / active EE | $7,326 | $1,822+302.0% | $2,521+190.6% | $2,177+236.6% |
| Participant deferral / active EE | $4,522 | $3,388+33.4% | $4,049+11.7% | $3,514+28.7% |
| Admin fee / account holder | $15 | $520-97.2% | $7,497-99.8% | $847-98.3% |