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 LLC8+ years Service code 99 · EIN 47-3665631 | Other Fees | $28,010 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $8,790 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,047 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,475 | $65,435-3.0% | $86,677-26.8% | $66,914-5.1% |
| Participation rate | 92.4% | 75.5%+16.9pp | 76.6%+15.8pp | 69.8%+22.6pp |
| Annual return | -16.88% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,422 | $2,153+58.9% | $2,836+20.6% | $2,544+34.5% |
| Participant deferral / active EE | $2,858 | $4,100-30.3% | $4,656-38.6% | $4,237-32.5% |
| Admin fee / account holder | $63 | $642-90.2% | $7,493-99.2% | $593-89.4% |