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 |
|---|---|---|
A.C. EVANS LLC1 year Service code 99 · EIN 11-1000111 | Other Fees | $3,405 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,244 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,244 |
ASCENSUS LLC3 years 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,657 | $91,407-29.3% | $135,903-52.4% | $71,457-9.5% |
| Participation rate | 45.5% | 75.7%-30.2pp | 81.9%-36.5pp | 67.9%-22.5pp |
| Annual return | 20.02% | 29.90%-9.9pp | 68.23%-48.2pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,296 | $3,703-65.0% | $4,856-73.3% | $2,588-49.9% |
| Participant deferral / active EE | $5,891 | $7,092-16.9% | $7,758-24.1% | $4,289+37.3% |
| Admin fee / account holder | $63 | $1,266-95.0% | $10,762-99.4% | $1,587-96.0% |