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 LLC2+ years Service code 99 · EIN 47-3665631 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,620 | $60,165-19.2% | $74,183-34.5% | $55,167-11.9% |
| Participation rate | 91.6% | 74.2%+17.4pp | 76.6%+15.0pp | 69.0%+22.6pp |
| Annual return | 5.05% | 10.00%-4.9pp | 17.74%-12.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,911 | $1,600+82.0% | $2,370+22.8% | $1,963+48.3% |
| Participant deferral / active EE | $3,106 | $2,973+4.5% | $3,550-12.5% | $3,054+1.7% |
| Admin fee / account holder | $117 | $419-72.0% | $5,586-97.9% | $504-76.7% |