Filed September 9, 1997
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 & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $81,901 |
MAULDIN & JENKINS8 years Filed as: MAULDIN AND JENKINS Service code 99 · EIN 58-0692043 | Other Fees | $10,407 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,989 | $122,239-46.0% | $184,203-64.2% | $74,495-11.4% |
| Participation rate | 96.7% | 85.5%+11.3pp | 86.8%+9.9pp | 67.2%+29.5pp |
| Annual return | 13.84% | 19.95%-6.1pp | 28.81%-15.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,627 | $4,537-42.1% | $6,427-59.1% | $2,623+0.2% |
| Participant deferral / active EE | $4,873 | $7,139-31.7% | $9,131-46.6% | $4,346+12.1% |
| Admin fee / account holder | $291 | $1,260-76.9% | $13,901-97.9% | $1,942-85.0% |