Filed October 16, 2014
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 6-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,847 |
Service code 49 · EIN 27-0293282 | Other Services | $1,517 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $669 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $300 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,655 | $58,264-26.8% | $86,612-50.8% | $71,457-40.3% |
| Participation rate | 31.0% | 65.0%-34.0pp | 71.7%-40.7pp | 67.9%-36.9pp |
| Annual return | 18.19% | 21.63%-3.4pp | 591.07%-572.9pp | 28.85%-10.7pp |
| Employer contribution / active EE | $842 | $2,574-67.3% | $3,022-72.1% | $2,588-67.5% |
| Participant deferral / active EE | $1,643 | $3,436-52.2% | $4,438-63.0% | $4,289-61.7% |
| Admin fee / account holder | $117 | $1,057-88.9% | $5,614-97.9% | $1,587-92.6% |