Filed May 30, 2013
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 |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $14,045 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $14,045 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,630 | $72,658+53.6% | $127,761-12.6% | $67,579+65.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.0%+21.0pp | 71.3%+28.7pp |
| Annual return | 11.76% | 26.49%-14.7pp | 26.14%-14.4pp | 378.56%-366.8pp |
| Employer contribution / active EE | $7,139 | $3,988+79.0% | $4,574+56.1% | $2,148+232.4% |
| Participant deferral / active EE | $4,211 | $5,383-21.8% | $6,021-30.1% | $3,539+19.0% |
| Admin fee / account holder | $21 | $127-83.4% | $9,395-99.8% | $142-85.2% |