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 LLC6+ years Service code 99 · EIN 47-3665631 | Other Fees | $24,373 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,854 |
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 | $63,225 | $73,638-14.1% | $95,952-34.1% | $73,488-14.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 6.58% | 16.78%-10.2pp | 91.61%-85.0pp | 28.51%-21.9pp |
| Employer contribution / active EE | $3,126 | $1,863+67.8% | $2,541+23.0% | $2,270+37.7% |
| Participant deferral / active EE | $2,501 | $3,617-30.9% | $4,167-40.0% | $3,740-33.1% |
| Admin fee / account holder | $30 | $482-93.8% | $6,795-99.6% | $513-94.2% |