Filed November 20, 2013
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $107,910 |
Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $67,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,932 | $56,485+7.9% | $185,823-67.2% | $86,799-29.8% |
| Participation rate | 82.5% | 65.5%+17.0pp | 81.7%+0.8pp | 72.3%+10.2pp |
| Annual return | 16.87% | 118.04%-101.2pp | 122.05%-105.2pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,880 | $1,843+2.0% | $5,167-63.6% | $2,405-21.8% |
| Participant deferral / active EE | $5,317 | $2,553+108.3% | $5,568-4.5% | $4,131+28.7% |
| Admin fee / account holder | $182 | $150+21.9% | $16,237-98.9% | $170+7.5% |