Filed June 19, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
EISNERAMPER LLP2 years Service code 99 · EIN 87-1363769 | Other Fees | $14,175 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,716 | $132,049+15.7% | $200,582-23.9% | $74,304+105.5% |
| Participation rate | 78.7% | 84.1%-5.3pp | 86.9%-8.2pp | 60.3%+18.4pp |
| Annual return | 14.19% | 22.22%-8.0pp | 42.33%-28.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,151 | $4,558-30.9% | $6,419-50.9% | $2,241+40.6% |
| Participant deferral / active EE | $4,355 | $7,213-39.6% | $9,331-53.3% | $3,767+15.6% |
| Admin fee / account holder | $149 | $2,405-93.8% | $16,305-99.1% | $2,969-95.0% |