Filed November 16, 2018
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,191 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,349 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $0 |
LOREN D. STARK COMPANY1 year Service code 49 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,303 | $80,724-61.2% | $103,333-69.7% | $74,495-58.0% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 18.13% | 27.56%-9.4pp | 24.88%-6.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,841 | $3,157-41.7% | $3,868-52.4% | $2,623-29.8% |
| Participant deferral / active EE | $5,259 | $3,860+36.2% | $5,057+4.0% | $4,346+21.0% |
| Admin fee / account holder | $88 | $2,368-96.3% | $8,355-98.9% | $1,942-95.5% |