Filed December 14, 2015 (most recent of 3 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 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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 · EIN 71-0294708 | Other Services | $8,190 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,640 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 | Advisory (Participants) | $1,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,822 | $69,763-18.5% | $67,502-15.8% | $74,495-23.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.18% | -40.34%+54.5pp | 3512.12%-3497.9pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $4,387 | $2,704+62.3% | $2,731+60.7% | $2,623+67.3% |
| Participant deferral / active EE | $5,000 | $3,636+37.5% | $4,000+25.0% | $4,346+15.1% |
| Admin fee / account holder | $24 | $896-97.3% | $3,998-99.4% | $1,942-98.8% |