Filed June 6, 2008
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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $52,698 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 99 580 WALNUST STREET · CINCINNATI, OH 45202 | Other Fees | $36,587 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-STATE PLAN ADMINISTRATION Service code 99 · EIN 31-1214674 | Other Fees | $2,045 |
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 | $106,260 | $69,159+53.6% | $125,175-15.1% | $67,579+57.2% |
| Participation rate | 99.7% | 78.2%+21.5pp | 79.8%+20.0pp | 71.3%+28.5pp |
| Annual return | 24.47% | 27.12%-2.6pp | 43.79%-19.3pp | 378.56%-354.1pp |
| Employer contribution / active EE | $5,207 | $2,023+157.4% | $3,865+34.7% | $2,148+142.5% |
| Participant deferral / active EE | $4,656 | $3,700+25.8% | $4,937-5.7% | $3,539+31.5% |
| Admin fee / account holder | $202 | $142+42.3% | $9,702-97.9% | $142+41.8% |