Filed September 5, 2001 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: LJI WEALTH MANAGEMENT LLC Service code 99 · EIN 26-0237809 | Other Fees | $26,923 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,998 |
Service code 28 · EIN 71-0294708 | Investment Management | $9,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,835 | $98,727-24.2% | $113,168-33.9% | $85,563-12.5% |
| Participation rate | 45.2% | 80.8%-35.6pp | 76.6%-31.4pp | 66.0%-20.8pp |
| Annual return | 15.63% | 17.43%-1.8pp | 24.27%-8.6pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,106 | $2,907-62.0% | $2,975-62.8% | $2,654-58.3% |
| Participant deferral / active EE | $2,397 | $5,424-55.8% | $5,107-53.1% | $4,375-45.2% |
| Admin fee / account holder | $151 | $357-57.6% | $12,068-98.7% | $834-81.9% |