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 |
|---|---|---|
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $20,173 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $20,173 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE AND CLARK LLLP Service code 29 · EIN 71-0253637 400 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Legal | $6,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,376 | $72,482+52.3% | $129,110-14.5% | $64,808+70.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 77.3%+22.7pp | 71.5%+28.5pp |
| Annual return | -9.48% | -9.08%-0.4pp | -10.94%+1.5pp | 32.82%-42.3pp |
| Employer contribution / active EE | $9,033 | $4,247+112.7% | $5,052+78.8% | $2,506+260.5% |
| Participant deferral / active EE | $5,022 | $5,679-11.6% | $6,542-23.2% | $4,310+16.5% |
| Admin fee / account holder | $32 | $144-77.7% | $14,302-99.8% | $188-82.8% |