Filed September 18, 2012
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 |
|---|---|---|
VINE AVENUE ADVISORS LLC1+ years Service code 99 · EIN 47-3665631 | Other Fees | $7,309 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,325 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 37 · EIN 39-1894140 | Loan Processing | $0 |
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 | $51,244 | $54,320-5.7% | $67,652-24.3% | $52,331-2.1% |
| Participation rate | 94.4% | 73.6%+20.8pp | 75.7%+18.7pp | 68.1%+26.3pp |
| Annual return | -0.80% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,411 | $1,544+56.2% | $2,266+6.4% | $1,882+28.1% |
| Participant deferral / active EE | $3,152 | $2,950+6.9% | $3,560-11.4% | $3,022+4.3% |
| Admin fee / account holder | $62 | $527-88.2% | $4,821-98.7% | $592-89.5% |