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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $17,314 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,428 |
HOGANTAYLOR LLP2 years Filed as: HOGAN TAYLOR, LLP Service code 99 · EIN 11-1000111 | Other Fees | $5,000 |
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 | $133,411 | $124,732+7.0% | $180,183-26.0% | $85,563+55.9% |
| Participation rate | 97.9% | 83.2%+14.7pp | 77.4%+20.4pp | 66.0%+31.9pp |
| Annual return | 12.80% | 17.73%-4.9pp | 27.86%-15.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $3,807 | $5,370-29.1% | $5,039-24.4% | $2,654+43.5% |
| Participant deferral / active EE | $5,585 | $7,763-28.1% | $6,822-18.1% | $4,375+27.6% |
| Admin fee / account holder | $208 | $294-29.3% | $19,975-99.0% | $834-75.1% |