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) | $11,009 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,452 |
DEFINITI LLC2 years Service code 49 | Other Services | $5,573 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,505 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,188 | $69,848-8.1% | $115,756-44.5% | $66,914-4.1% |
| Participation rate | 89.5% | 70.6%+18.9pp | 77.1%+12.4pp | 69.8%+19.7pp |
| Annual return | -15.35% | 969.66%-985.0pp | 143.14%-158.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,487 | $2,613+33.5% | $3,793-8.1% | $2,544+37.1% |
| Participant deferral / active EE | $5,369 | $4,274+25.6% | $6,254-14.1% | $4,237+26.7% |
| Admin fee / account holder | $145 | $337-57.1% | $8,124-98.2% | $593-75.6% |