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 64 · EIN 71-0294708 | Recordkeeping Fees | $13,475 |
Service code 49 · EIN 27-0293282 | Other Services | $3,504 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $715 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $357 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $48,722 | $60,323-19.2% | $81,812-40.4% | $74,495-34.6% |
| Participation rate | 45.3% | 62.9%-17.6pp | 72.3%-27.1pp | 67.2%-21.9pp |
| Annual return | 13.06% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,085 | $2,620-58.6% | $2,912-62.7% | $2,623-58.6% |
| Participant deferral / active EE | $2,041 | $3,387-39.7% | $4,319-52.7% | $4,346-53.0% |
| Admin fee / account holder | $124 | $1,486-91.6% | $7,386-98.3% | $1,942-93.6% |