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) | $42 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,469 | $52,953-65.1% | $172,739-89.3% | $65,185-71.7% |
| Participation rate | 53.0% | 66.2%-13.2pp | 82.6%-29.6pp | 70.2%-17.2pp |
| Annual return | 21.40% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $382 | $2,190-82.5% | $5,143-92.6% | $2,177-82.4% |
| Participant deferral / active EE | $1,165 | $2,471-52.9% | $5,198-77.6% | $3,514-66.9% |
| Admin fee / account holder | $11 | $472-97.6% | $13,954-99.9% | $847-98.7% |