Filed August 26, 2008
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 |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-4317381 | Advisory (Participants) | $69 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $69 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,581 | $33,067+40.9% | $76,523-39.1% | $56,287-17.2% |
| Participation rate | 73.3% | 55.4%+17.9pp | 68.0%+5.3pp | 69.9%+3.5pp |
| Annual return | -8.31% | 2.72%-11.0pp | -0.27%-8.0pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,764 | $1,200+46.9% | $2,647-33.4% | $2,111-16.5% |
| Participant deferral / active EE | $2,915 | $2,240+30.1% | $3,835-24.0% | $3,350-13.0% |
| Admin fee / account holder | $23 | $537-95.6% | $4,848-99.5% | $521-95.5% |