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 | $66,658 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 99 580 WALNUST STREET · CINCINNATI, OH 45202 | Other Fees | $61,875 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 99 · EIN 31-1214674 | Other Fees | $20,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,761 | $78,419+55.3% | $133,956-9.1% | $73,409+65.9% |
| Participation rate | 99.3% | 78.6%+20.7pp | 79.8%+19.4pp | 72.2%+27.1pp |
| Annual return | 13.41% | 33.35%-19.9pp | 45.09%-31.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $4,934 | $2,044+141.4% | $3,919+25.9% | $2,234+120.9% |
| Participant deferral / active EE | $4,596 | $3,925+17.1% | $5,048-8.9% | $3,805+20.8% |
| Admin fee / account holder | $330 | $161+104.7% | $8,927-96.3% | $158+109.2% |