Filed December 28, 2011
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $90,738 |
CERITY PARTNERS5 years Service code 99 · EIN 35-2467663 | Other Fees | $29,636 |
ENGIS CORPORATION9 years Service code 99 · EIN 36-1822985 | Other Fees | $17,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,490 | $79,171+40.8% | $102,423+8.9% | $74,495+49.7% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.5%+19.5pp | 67.2%+28.8pp |
| Annual return | 13.81% | 54.93%-41.1pp | 29.32%-15.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,479 | $2,362-37.4% | $3,023-51.1% | $2,623-43.6% |
| Participant deferral / active EE | $4,978 | $4,415+12.7% | $5,053-1.5% | $4,346+14.6% |
| Admin fee / account holder | $601 | $2,001-69.9% | $9,451-93.6% | $1,942-69.0% |