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) | $506 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,561 | $47,977-71.7% | $154,107-91.2% | $56,287-75.9% |
| Participation rate | 44.3% | 66.2%-21.9pp | 83.0%-38.7pp | 69.9%-25.5pp |
| Annual return | -7.62% | 3.54%-11.2pp | 735.12%-742.7pp | -9.96%+2.3pp |
| Employer contribution / active EE | $335 | $2,169-84.6% | $5,298-93.7% | $2,111-84.1% |
| Participant deferral / active EE | $940 | $2,392-60.7% | $5,081-81.5% | $3,350-71.9% |
| Admin fee / account holder | $14 | $438-96.8% | $13,411-99.9% | $521-97.3% |