Filed February 24, 1995
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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,803 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,803 |
GOLDLEAF PARTNERS1 year Service code 99 · EIN 45-0514557 | Other Fees | $1,691 |
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 | $48,056 | $155,795-69.2% | $136,294-64.7% | $69,631-31.0% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 25.27% | 232464.33%-232439.1pp | 5155.94%-5130.7pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $1,240 | $2,991-58.5% | $4,695-73.6% | $2,032-39.0% |
| Participant deferral / active EE | $6,318 | $5,394+17.1% | $6,247+1.1% | $3,224+96.0% |
| Admin fee / account holder | $81 | $128-36.5% | $9,243-99.1% | $110-26.2% |