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 |
|---|---|---|
EQUITABLE ADVISORS LLC3 years Service code 99 · EIN 13-4071393 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,536 | $65,061-68.4% | $143,757-85.7% | $66,914-69.3% |
| Participation rate | 68.7% | 65.2%+3.5pp | 80.3%-11.6pp | 69.8%-1.1pp |
| Annual return | -17.21% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $579 | $2,361-75.5% | $4,951-88.3% | $2,544-77.3% |
| Participant deferral / active EE | $1,707 | $2,919-41.5% | $5,637-69.7% | $4,237-59.7% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |