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: FIRST NATIONAL BANK Service code 99 · EIN 33-3000333 | Other Fees | $9,490 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,826 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $3,412 |
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 | $68,646 | $57,384+19.6% | $106,387-35.5% | $56,287+22.0% |
| Participation rate | 75.0% | 71.3%+3.7pp | 77.5%-2.5pp | 69.9%+5.1pp |
| Annual return | -6.66% | 5.91%-12.6pp | 0.25%-6.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,846 | $2,348+21.2% | $3,520-19.1% | $2,111+34.8% |
| Participant deferral / active EE | $4,269 | $3,799+12.4% | $5,421-21.2% | $3,350+27.5% |
| Admin fee / account holder | $269 | $566-52.6% | $7,510-96.4% | $521-48.4% |