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) | $8,719 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,203 |
DEFINITI LLC3 years Service code 49 | Other Services | $5,728 |
DEFINITI LLC3 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 | $77,722 | $80,138-3.0% | $130,231-40.3% | $71,457+8.8% |
| Participation rate | 90.5% | 71.0%+19.5pp | 76.3%+14.2pp | 67.9%+22.6pp |
| Annual return | 16.14% | 16.81%-0.7pp | 38.77%-22.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,420 | $2,834+20.7% | $4,126-17.1% | $2,588+32.2% |
| Participant deferral / active EE | $5,209 | $4,641+12.2% | $6,799-23.4% | $4,289+21.5% |
| Admin fee / account holder | $182 | $1,035-82.4% | $6,020-97.0% | $1,587-88.6% |