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) | $8,290 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,139 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $4,145 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,204 | $73,823-7.6% | $379,746-82.0% | $73,488-7.2% |
| Participation rate | 88.3% | 73.1%+15.2pp | 78.4%+9.9pp | 70.7%+17.6pp |
| Annual return | 16.20% | 29.06%-12.9pp | 34.90%-18.7pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,143 | $2,472+27.1% | $3,540-11.2% | $2,270+38.4% |
| Participant deferral / active EE | $4,515 | $4,038+11.8% | $6,024-25.1% | $3,740+20.7% |
| Admin fee / account holder | $121 | $607-80.1% | $7,927-98.5% | $513-76.5% |