Filed September 14, 2006
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 FINANCIAL Service code 15 · EIN 71-0294708 PO BOX 75131 · CHARLOTTE, NC 282750131 | Recordkeeping | $3,183 |
Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $3,000 |
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 | $196,428 | $99,957+96.5% | $149,696+31.2% | $73,488+167.3% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.5pp | 70.7%+25.3pp |
| Annual return | 15.95% | 53.87%-37.9pp | 276.60%-260.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $4,105 | $3,191+28.6% | $4,644-11.6% | $2,270+80.8% |
| Participant deferral / active EE | $6,515 | $6,073+7.3% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $37 | $551-93.3% | $9,309-99.6% | $513-92.8% |