Filed February 3, 2010
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 INSURANCE & ANNUITT Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $70,336 |
Service code 99 · EIN 47-1411118 | Other Fees | $27,853 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $9,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,623 | $50,982-8.5% | $154,803-69.9% | $85,563-45.5% |
| Participation rate | 24.7% | 59.8%-35.1pp | 78.1%-53.3pp | 66.0%-41.2pp |
| Annual return | 11.49% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $630 | $1,708-63.1% | $4,305-85.4% | $2,654-76.2% |
| Participant deferral / active EE | $1,291 | $2,474-47.8% | $5,540-76.7% | $4,375-70.5% |
| Admin fee / account holder | $236 | $846-72.1% | $14,329-98.4% | $834-71.7% |