Filed January 12, 2000
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 |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $55,708 |
Filed as: ALEXANDER THOMPSON ARNOLD Service code 99 · EIN 62-1110839 165 PEPPERS DRIVE · PARIS, TN 38242 | Other Fees | $6,269 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,984 | $44,960+66.8% | $84,966-11.7% | $74,495+0.7% |
| Participation rate | 82.6% | 49.4%+33.2pp | 67.5%+15.1pp | 67.2%+15.4pp |
| Annual return | 12.95% | 26.24%-13.3pp | 66.38%-53.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,360 | $1,457-6.6% | $2,727-50.1% | $2,623-48.1% |
| Participant deferral / active EE | $4,054 | $2,731+48.5% | $4,519-10.3% | $4,346-6.7% |
| Admin fee / account holder | $352 | $2,209-84.1% | $6,149-94.3% | $1,942-81.9% |