Filed February 29, 2000
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 INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $85,187 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $20,157 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $20,157 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,796 | $66,457+107.3% | $81,382+69.3% | $77,643+77.5% |
| Participation rate | 98.5% | 68.7%+29.8pp | 69.5%+29.0pp | 70.6%+27.9pp |
| Annual return | 14.46% | 15.93%-1.5pp | 24.73%-10.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $4,452 | $2,159+106.2% | $2,463+80.8% | $2,726+63.3% |
| Participant deferral / active EE | $7,689 | $3,679+109.0% | $3,883+98.0% | $4,647+65.4% |
| Admin fee / account holder | $290 | $583-50.3% | $5,768-95.0% | $430-32.7% |