Filed July 1, 2008 (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 |
|---|---|---|
COKER JAMES & CO3 years Service code 10 · EIN 58-2256668 | Accounting | $22,300 |
Filed as: CIRA (CAMBRIDGE INVESTMENT RESEARCH Service code 99 · EIN 42-1445429 | Other Fees | $17,201 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,628 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,734 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,477 | $129,095-57.0% | $184,200-69.9% | $77,671-28.6% |
| Participation rate | 81.7% | 87.3%-5.7pp | 86.8%-5.2pp | 70.6%+11.1pp |
| Annual return | 13.33% | 33.29%-20.0pp | 28.80%-15.5pp | 31.21%-17.9pp |
| Employer contribution / active EE | $1,130 | $4,410-74.4% | $6,424-82.4% | $2,726-58.6% |
| Participant deferral / active EE | $3,514 | $7,300-51.9% | $9,132-61.5% | $4,648-24.4% |
| Admin fee / account holder | $49 | $256-80.8% | $13,907-99.6% | $430-88.6% |