Filed December 8, 2006 (most recent of 3 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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $187,423 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $148,800 |
BENEFIT TRUST COMPANY11+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $126,489 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $93,277 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,821 | $56,102+47.6% | $101,794-18.6% | $102,872-19.5% |
| Participation rate | 89.7% | 70.4%+19.3pp | 69.2%+20.5pp | 73.0%+16.7pp |
| Annual return | 9.82% | 14.06%-4.2pp | 30.53%-20.7pp | 19.06%-9.2pp |
| Employer contribution / active EE | $2,090 | $1,380+51.5% | $2,289-8.7% | $3,526-40.7% |
| Participant deferral / active EE | $3,936 | $2,801+40.5% | $4,084-3.6% | $5,535-28.9% |
| Admin fee / account holder | $45 | $262-82.8% | $8,777-99.5% | $292-84.6% |