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 |
|---|---|---|
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,583 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,043 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR, LLP Service code 99 · EIN 73-1413977 | Other Fees | $4,024 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE AND CLARK LLP Service code 99 · EIN 71-0253637 | Other Fees | $460 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $120,877 | $96,486+25.3% | $153,485-21.2% | $77,643+55.7% |
| Participation rate | 98.3% | 81.6%+16.7pp | 77.1%+21.2pp | 70.6%+27.7pp |
| Annual return | 10.87% | 14.44%-3.6pp | 15.65%-4.8pp | 31.24%-20.4pp |
| Employer contribution / active EE | $9,273 | $5,224+77.5% | $5,039+84.0% | $2,726+240.2% |
| Participant deferral / active EE | $4,973 | $6,609-24.8% | $6,757-26.4% | $4,647+7.0% |
| Admin fee / account holder | $114 | $182-37.8% | $12,724-99.1% | $430-73.6% |