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 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 INVSTMT MNGMNT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,625 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,625 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVSTMNT MANAGEMENT LLC Service code 27 | Advisory (Plan) | $2,578 |
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 | $22,265 | $43,999-49.4% | $79,464-72.0% | $55,725-60.0% |
| Participation rate | 87.7% | 66.9%+20.8pp | 73.3%+14.4pp | 70.9%+16.8pp |
| Annual return | -5.36% | 1.81%-7.2pp | 718.14%-723.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,428 | $2,538+35.1% | $3,704-7.4% | $3,356+2.2% |
| Admin fee / account holder | $21 | $118-82.2% | $5,113-99.6% | $115-81.8% |