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 | $175,110 |
UBS FINANCIAL SERVICES INC2 years Service code 99 | Other Fees | $37,125 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 11-1000111 | Other Fees | $37,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,571 | $91,372+18.8% | $129,995-16.5% | $74,419+45.9% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 17.10% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $4,788 | $2,563+86.8% | $4,320+10.9% | $2,637+81.6% |
| Participant deferral / active EE | $5,177 | $4,721+9.7% | $5,820-11.0% | $4,528+14.3% |
| Admin fee / account holder | $227 | $283-19.8% | $10,614-97.9% | $348-34.7% |