Filed April 10, 2013 (most recent of 4 filings on file)
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $293,542 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $165,629 |
FIRST NATIONAL BANK OF OMAHA8+ years Service code 15 · EIN 47-0259043 | Recordkeeping | $24,008 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $10,879 |
Participant contribution per participant 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 | $115,700 | $119,153-2.9% | $151,611-23.7% | $78,044+48.2% |
| Participation rate | 96.1% | 92.5%+3.7pp | 87.5%+8.7pp | 74.4%+21.7pp |
| Annual return | -16.86% | -10.83%-6.0pp | 3.33%-20.2pp | 10.87%-27.7pp |
| Employer contribution / active EE | $5,149 | $5,298-2.8% | $6,166-16.5% | $3,125+64.8% |
| Participant deferral / active EE | $5,874 | $8,624-31.9% | $8,363-29.8% | $5,084+15.5% |
| Admin fee / account holder | $75 | $69+8.8% | $11,616-99.4% | $79-5.2% |