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 64 · EIN 71-0294708 | Recordkeeping Fees | $68,088 |
UBS FINANCIAL SERVICES INC3 years Service code 99 · EIN 13-2638166 | Other Fees | $47,250 |
Service code 99 · EIN 82-1371994 | Other Fees | $23,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,485 | $89,436+32.5% | $164,813-28.1% | $77,643+52.6% |
| Participation rate | 98.5% | 78.6%+19.8pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 14.33% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $5,390 | $2,569+109.9% | $4,341+24.2% | $2,726+97.8% |
| Participant deferral / active EE | $5,369 | $4,897+9.6% | $6,031-11.0% | $4,647+15.5% |
| Admin fee / account holder | $235 | $339-30.7% | $12,690-98.1% | $430-45.4% |