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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $18,796 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,500 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,366 |
COKER JAMES & CO1 year Filed as: COKER JAMES Service code 99 · EIN 43-1270780 | Other Fees | $7,767 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $59,018 | $131,799-55.2% | $200,582-70.6% | $85,563-31.0% |
| Participation rate | 79.2% | 87.9%-8.8pp | 86.9%-7.7pp | 66.0%+13.2pp |
| Annual return | 15.12% | 21.59%-6.5pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,261 | $4,532-72.2% | $6,419-80.4% | $2,654-52.5% |
| Participant deferral / active EE | $3,729 | $7,702-51.6% | $9,331-60.0% | $4,375-14.8% |
| Admin fee / account holder | $36 | $235-84.6% | $16,305-99.8% | $834-95.7% |