Filed May 2, 2001 (most recent of 2 filings on file)
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 & ANNUITY11+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $95,604 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $69,492 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,321 | $98,727-14.6% | $113,168-25.5% | $85,563-1.5% |
| Participation rate | 91.9% | 80.8%+11.1pp | 76.6%+15.3pp | 66.0%+25.9pp |
| Annual return | 14.31% | 17.43%-3.1pp | 24.27%-10.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $2,867 | $2,907-1.4% | $2,975-3.6% | $2,654+8.1% |
| Participant deferral / active EE | $4,228 | $5,424-22.1% | $5,107-17.2% | $4,375-3.4% |
| Admin fee / account holder | $96 | $357-73.0% | $12,068-99.2% | $834-88.5% |