Filed December 10, 2005
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: ENVESTNET RETIREMENT SOLUTIONS Service code 99 · EIN 20-1409613 | Other Fees | $13,168 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 · EIN 71-0294708 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $12,944 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,553 | $96,484+11.5% | $156,263-31.2% | $74,304+44.7% |
| Participation rate | 91.5% | 67.7%+23.8pp | 78.9%+12.6pp | 60.3%+31.1pp |
| Annual return | 15.36% | 17.73%-2.4pp | 59.47%-44.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,205 | $2,528+26.8% | $4,333-26.0% | $2,241+43.0% |
| Participant deferral / active EE | $6,589 | $4,286+53.7% | $6,158+7.0% | $3,767+74.9% |
| Admin fee / account holder | $103 | $3,728-97.2% | $14,255-99.3% | $2,969-96.5% |