Filed October 6, 2010
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: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $32,124 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,289 |
WIPFLI LLP2 years Service code 99 · EIN 22-2000222 | Other Fees | $15,523 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,833 |
Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,312 |
Filed as: VOYA DBA PEN CAL Service code 99 · EIN 33-3000333 | Other Fees | $3,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,932 | $69,823-25.6% | $77,163-32.7% | $74,419-30.2% |
| Participation rate | 93.5% | 70.0%+23.5pp | 69.6%+24.0pp | 70.7%+22.8pp |
| Annual return | 14.50% | 19.98%-5.5pp | 37.87%-23.4pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,584 | $2,150+20.2% | $2,535+1.9% | $2,637-2.0% |
| Participant deferral / active EE | $2,981 | $3,558-16.2% | $3,833-22.2% | $4,528-34.2% |
| Admin fee / account holder | $102 | $398-74.4% | $5,472-98.1% | $348-70.7% |