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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $99,668 |
Filed as: VOYA FINANCIAL ADVISORS Service code 27 | Advisory (Plan) | $43,707 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $29,094 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $16,009 |
Service code 15 | Recordkeeping | $5,547 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 27 699 WALNUT ST STE 1000 · DES MOINES, IA 50309 | Advisory (Plan) | $0 |
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 | $36,885 | $52,293-29.5% | $178,490-79.3% | $73,409-49.8% |
| Participation rate | 92.7% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.5pp |
| Annual return | 10.72% | 34.75%-24.0pp | 151.07%-140.4pp | 59.29%-48.6pp |
| Employer contribution / active EE | $2,068 | $1,735+19.2% | $5,011-58.7% | $2,234-7.4% |
| Participant deferral / active EE | $2,995 | $2,332+28.4% | $5,202-42.4% | $3,805-21.3% |
| Admin fee / account holder | $84 | $127-34.4% | $13,984-99.4% | $158-47.1% |