Filed May 13, 2006
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 |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,048 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $70,755 | $73,102-3.2% | $123,544-42.7% | $56,287+25.7% |
| Participation rate | 96.6% | 74.3%+22.3pp | 82.3%+14.3pp | 69.9%+26.8pp |
| Annual return | -5.14% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $8,597 | $2,977+188.8% | $4,628+85.8% | $2,111+307.2% |
| Participant deferral / active EE | $7,246 | $5,423+33.6% | $6,426+12.8% | $3,350+116.3% |
| Admin fee / account holder | $59 | $554-89.3% | $9,284-99.4% | $521-88.6% |