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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,207 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,349 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,274 | $84,487-32.2% | $125,339-54.3% | $66,914-14.4% |
| Participation rate | 40.8% | 76.4%-35.6pp | 82.4%-41.6pp | 69.8%-29.0pp |
| Annual return | -19.38% | -8.39%-11.0pp | 572.05%-591.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,051 | $3,553-70.4% | $4,814-78.2% | $2,544-58.7% |
| Participant deferral / active EE | $5,622 | $6,781-17.1% | $7,446-24.5% | $4,237+32.7% |
| Admin fee / account holder | $36 | $685-94.8% | $10,010-99.6% | $593-94.0% |