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 SOLUTIONS4 years Service code 49 · EIN 71-0294708 | Other Services | $9,660 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 | Advisory (Participants) | $2,980 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,865 |
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 | $78,846 | $67,984+16.0% | $65,493+20.4% | $74,304+6.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 13.50% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $4,351 | $2,491+74.6% | $2,574+69.0% | $2,241+94.1% |
| Participant deferral / active EE | $5,515 | $3,346+64.8% | $3,961+39.2% | $3,767+46.4% |
| Admin fee / account holder | $60 | $1,373-95.6% | $5,028-98.8% | $2,969-98.0% |