Filed March 8, 2006
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $288,655 |
PROVENANCE WEALTH ADVISORS4 years Service code 99 · EIN 65-0978008 | Other Fees | $141,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,305 | $2,679,533-97.5% | $164,813-59.8% | $199,593-66.8% |
| Participation rate | 91.5% | 78.3%+13.2pp | 78.6%+12.9pp | 72.0%+19.5pp |
| Annual return | 14.83% | 17.93%-3.1pp | 69.93%-55.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,882 | $2,970-3.0% | $4,341-33.6% | $3,034-5.0% |
| Participant deferral / active EE | $5,477 | $5,010+9.3% | $6,031-9.2% | $5,087+7.7% |
| Admin fee / account holder | $101 | $1,982-94.9% | $12,690-99.2% | $269-62.3% |