Filed June 17, 2014
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 6-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 INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $52,450 |
GIRON CRIS S1 year Filed as: CRIS S. GIRON Service code 55 · EIN 52-5216555 | Other Commissions | $34,555 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,529 | $61,156-53.4% | $185,823-84.6% | $79,386-64.1% |
| Participation rate | 95.7% | 66.6%+29.0pp | 81.7%+14.0pp | 70.7%+24.9pp |
| Annual return | 19.05% | 19.45%-0.4pp | 122.05%-103.0pp | 116.85%-97.8pp |
| Employer contribution / active EE | $3,649 | $2,321+57.3% | $5,167-29.4% | $2,427+50.3% |
| Participant deferral / active EE | $6,794 | $2,789+143.6% | $5,568+22.0% | $4,046+67.9% |
| Admin fee / account holder | $247 | $710-65.1% | $16,237-98.5% | $626-60.5% |