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 |
|---|---|---|
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $28,973 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $28,973 |
Filed as: VOYA RETIRMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
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 | $123,331 | $92,303+33.6% | $152,466-19.1% | $86,799+42.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 72.3%+27.7pp |
| Annual return | 9.96% | 531.69%-521.7pp | 757.33%-747.4pp | 97.91%-87.9pp |
| Employer contribution / active EE | $8,427 | $3,748+124.9% | $4,327+94.8% | $2,405+250.4% |
| Participant deferral / active EE | $4,371 | $5,599-21.9% | $5,820-24.9% | $4,131+5.8% |
| Admin fee / account holder | $23 | $150-84.6% | $15,805-99.9% | $170-86.4% |