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 LLC5+ years Service code 99 · EIN 47-3665631 | Other Fees | $24,177 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,987 |
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 | $55,133 | $65,376-15.7% | $87,100-36.7% | $65,185-15.4% |
| Participation rate | 96.1% | 75.3%+20.7pp | 76.9%+19.2pp | 70.2%+25.9pp |
| Annual return | 18.07% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $3,029 | $1,822+66.2% | $2,521+20.1% | $2,177+39.2% |
| Participant deferral / active EE | $2,792 | $3,388-17.6% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $67 | $520-87.0% | $7,497-99.1% | $847-92.0% |