Filed August 15, 2018 (most recent of 2 filings on file)
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: RELIASTAR LIFE INSURANCE COMPANY Service code 37 · EIN 41-0451140 | Loan Processing | $78,274 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $55,453-100.0% | $170,442-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 2.21% | 21.38%-19.2pp | 205.93%-203.7pp | 28.90%-26.7pp |
| Employer contribution / active EE | $2,264 | $2,164+4.6% | $5,433-58.3% | $2,042+10.9% |
| Participant deferral / active EE | $4,237 | $2,303+84.0% | $4,939-14.2% | $3,169+33.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |