Filed June 14, 2016 (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 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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,278 |
Filed as: VOYA Service code 13 · EIN 71-0294708 | Contract Administrator | $32,311 |
Filed as: FIDUCIARY ADVISOR Service code 16 · EIN 20-4751585 | Consulting | $6,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $147,267 | $56,095+162.5% | $178,490-17.5% | $90,288+63.1% |
| Participation rate | 69.7% | 65.6%+4.1pp | 81.9%-12.2pp | 73.4%-3.7pp |
| Annual return | 15.32% | 28.81%-13.5pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $40 | $101-60.1% | $13,984-99.7% | $114-64.8% |