Filed March 31, 2006
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 |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN Service code 99 · EIN 38-3567911 | Other Fees | $24,360 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 66 · EIN 71-0294708 | Insurance mortality and expense charge | $3,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,175 | $106,028+24.7% | $146,958-10.1% | $77,643+70.2% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 17.34% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,042 | $4,063-0.5% | $4,933-18.1% | $2,726+48.3% |
| Participant deferral / active EE | $11,027 | $7,990+38.0% | $8,070+36.6% | $4,647+137.3% |
| Admin fee / account holder | $40 | $337-88.1% | $12,998-99.7% | $430-90.7% |