Filed April 24, 2007
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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,929 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $20,898 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $12,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,847 | $91,762+150.5% | $67,502+240.5% | $77,643+196.0% |
| Participation rate | 15.2% | 75.9%-60.7pp | 72.9%-57.7pp | 70.6%-55.3pp |
| Annual return | 12.60% | 14.87%-2.3pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $735 | $3,181-76.9% | $2,731-73.1% | $2,726-73.0% |
| Participant deferral / active EE | $1,416 | $3,903-63.7% | $4,000-64.6% | $4,647-69.5% |
| Admin fee / account holder | $211 | $176+20.0% | $3,998-94.7% | $430-50.9% |