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 | $151,580 |
Service code 99 | Other Fees | $61,875 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $61,875 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY Service code 99 · EIN 44-4000444 | Other Fees | $22,981 |
Filed as: LATITUDE SERVICE COMPANY, INC Service code 99 | Other Fees | $22,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,275 | $71,142+36.7% | $119,609-18.7% | $64,808+50.1% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+18.9pp | 71.5%+26.7pp |
| Annual return | -13.56% | -10.01%-3.5pp | -14.97%+1.4pp | 32.82%-46.4pp |
| Employer contribution / active EE | $6,387 | $2,497+155.8% | $4,232+50.9% | $2,506+154.9% |
| Participant deferral / active EE | $5,087 | $4,490+13.3% | $5,602-9.2% | $4,310+18.0% |
| Admin fee / account holder | $254 | $162+56.4% | $10,323-97.5% | $188+35.1% |