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 LLC3+ years Service code 99 · EIN 47-3665631 | Other Fees | $25,195 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,647 |
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 | $56,985 | $64,909-12.2% | $82,313-30.8% | $62,292-8.5% |
| Participation rate | 96.4% | 74.9%+21.5pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 15.60% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,480 | $1,676+48.0% | $2,428+2.1% | $2,042+21.4% |
| Participant deferral / active EE | $2,877 | $3,103-7.3% | $3,706-22.4% | $3,169-9.2% |
| Admin fee / account holder | $57 | $440-87.0% | $5,608-99.0% | $479-88.1% |