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 |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $19,543 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $19,543 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,596 | $94,621+25.3% | $138,135-14.1% | $73,409+61.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.7%+21.3pp | 72.2%+27.8pp |
| Annual return | 9.44% | 16.57%-7.1pp | 20.51%-11.1pp | 59.29%-49.9pp |
| Employer contribution / active EE | $7,938 | $4,410+80.0% | $5,587+42.1% | $2,234+255.4% |
| Participant deferral / active EE | $4,078 | $6,199-34.2% | $6,431-36.6% | $3,805+7.2% |
| Admin fee / account holder | $21 | $140-85.2% | $11,856-99.8% | $158-86.9% |