Filed April 22, 2008
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 INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,011 |
MORNINGSTAR1 year Filed as: MORNINGSTART Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,454 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $3,160 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,074 | $64,954+14.0% | $115,752-36.0% | $62,292+18.9% |
| Participation rate | 75.2% | 73.0%+2.2pp | 77.8%-2.5pp | 69.5%+5.7pp |
| Annual return | 14.95% | 24.87%-9.9pp | 19.41%-4.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,024 | $2,344+29.0% | $3,492-13.4% | $2,042+48.1% |
| Participant deferral / active EE | $4,351 | $3,665+18.7% | $5,204-16.4% | $3,169+37.3% |
| Admin fee / account holder | $139 | $414-66.3% | $6,278-97.8% | $479-71.0% |