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 |
|---|---|---|
MORNINGSTAR9+ years Service code 27 | Advisory (Plan) | $16,592 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 | Advisory (Plan) | $16,592 |
MORNINGSTAR1 year Filed as: MORNINSTAR Service code 27 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | 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 | $115,223 | $102,197+12.7% | $142,449-19.1% | $74,419+54.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 70.7%+29.3pp |
| Annual return | 11.75% | 19.73%-8.0pp | 19.99%-8.2pp | 34.38%-22.6pp |
| Employer contribution / active EE | $9,075 | $5,052+79.6% | $4,847+87.2% | $2,637+244.1% |
| Participant deferral / active EE | $5,025 | $6,304-20.3% | $6,283-20.0% | $4,528+11.0% |
| Admin fee / account holder | $30 | $186-83.6% | $10,011-99.7% | $348-91.2% |