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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,681 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,893 | $99,957-5.1% | $149,696-36.6% | $73,488+29.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.09% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $8,625 | $3,191+170.3% | $4,644+85.7% | $2,270+279.9% |
| Participant deferral / active EE | $7,829 | $6,073+28.9% | $6,842+14.4% | $3,740+109.4% |
| Admin fee / account holder | $56 | $551-89.8% | $9,309-99.4% | $513-89.0% |