Filed July 6, 2012 (most recent of 2 filings on file)
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 26 · EIN 71-0294708 | Advisory (Participants) | $4,944 |
Filed as: AXA ADVISORS Service code 99 · EIN 13-4078005 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,713 | $55,453-75.3% | $170,442-92.0% | $62,292-78.0% |
| Participation rate | 45.7% | 66.4%-20.7pp | 83.6%-37.9pp | 69.5%-23.8pp |
| Annual return | 14.82% | 21.38%-6.6pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $283 | $2,164-86.9% | $5,433-94.8% | $2,042-86.1% |
| Participant deferral / active EE | $782 | $2,303-66.0% | $4,939-84.2% | $3,169-75.3% |
| Admin fee / account holder | $38 | $455-91.6% | $13,880-99.7% | $479-92.1% |