Filed February 12, 2012
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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3300050 | Advisory (Participants) | $496 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P.O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $496 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,279 | $63,924-73.0% | $108,579-84.1% | $55,167-68.7% |
| Participation rate | 77.6% | 74.3%+3.3pp | 79.6%-1.9pp | 69.0%+8.6pp |
| Annual return | 7.94% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $134 | $1,879-92.9% | $3,758-96.4% | $1,963-93.2% |
| Participant deferral / active EE | $1,876 | $3,067-38.8% | $4,311-56.5% | $3,054-38.6% |
| Admin fee / account holder | $55 | $618-91.2% | $7,645-99.3% | $504-89.2% |