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 LLC4+ years Service code 99 · EIN 47-3665631 | Other Fees | $26,178 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,179 |
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 | $51,328 | $59,186-13.3% | $76,768-33.1% | $56,287-8.8% |
| Participation rate | 97.0% | 75.2%+21.7pp | 77.0%+20.0pp | 69.9%+27.1pp |
| Annual return | -4.69% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,910 | $1,759+65.5% | $2,485+17.1% | $2,111+37.8% |
| Participant deferral / active EE | $3,186 | $3,255-2.1% | $3,852-17.3% | $3,350-4.9% |
| Admin fee / account holder | $53 | $489-89.2% | $6,675-99.2% | $521-89.9% |