Filed January 6, 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 7-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 |
|---|---|---|
MORNINGSTAR4+ years Service code 27 | Advisory (Plan) | $4,810 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,508 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,508 |
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 | $37,347 | $43,999-15.1% | $79,464-53.0% | $55,725-33.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -5.37% | 1.81%-7.2pp | 718.14%-723.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $4,255 | $1,830+132.6% | $2,800+51.9% | $2,078+104.7% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $23 | $118-80.5% | $5,113-99.6% | $115-80.1% |