Filed November 16, 2012
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 04-3516284 | Contract Administrator | $2,479,303 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $436,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,462 | $57,150+4.0% | $93,606-36.5% | $106,382-44.1% |
| Participation rate | 50.5% | 49.1%+1.4pp | 68.7%-18.2pp | 69.9%-19.3pp |
| Annual return | 24.65% | 15.81%+8.8pp | 133.20%-108.5pp | 17.37%+7.3pp |
| Employer contribution / active EE | $239 | $1,015-76.5% | $2,420-90.1% | $3,364-92.9% |
| Participant deferral / active EE | $1,664 | $1,853-10.2% | $4,411-62.3% | $5,569-70.1% |
| Admin fee / account holder | $18 | $64-71.6% | $8,285-99.8% | $79-76.9% |