Filed March 23, 2014
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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $992 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $992 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,332 | $104,475-33.6% | $159,436-56.5% | $79,386-12.7% |
| Participation rate | 54.8% | 76.6%-21.8pp | 82.8%-28.0pp | 70.7%-15.9pp |
| Annual return | 15.57% | 67.95%-52.4pp | 263.57%-248.0pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,375 | $3,417-59.8% | $4,829-71.5% | $2,427-43.4% |
| Participant deferral / active EE | $6,172 | $6,467-4.6% | $7,352-16.1% | $4,046+52.6% |
| Admin fee / account holder | $28 | $711-96.1% | $10,799-99.7% | $626-95.5% |