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) | $7,442 |
MWH GROUP1 year Service code 10 · EIN 75-2205423 | Accounting | $6,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,822 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $3,721 |
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 | $89,197 | $64,919+37.4% | $392,568-77.3% | $65,185+36.8% |
| Participation rate | 79.0% | 72.0%+7.0pp | 78.1%+0.9pp | 70.2%+8.8pp |
| Annual return | 21.10% | 26.09%-5.0pp | 24.42%-3.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $2,911 | $2,374+22.6% | $3,783-23.1% | $2,177+33.7% |
| Participant deferral / active EE | $4,257 | $3,668+16.1% | $5,985-28.9% | $3,514+21.2% |
| Admin fee / account holder | $275 | $634-56.6% | $6,260-95.6% | $847-67.5% |