Filed November 12, 2013
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 9-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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $7,833 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,990 | $69,763-87.1% | $67,502-86.7% | $74,495-87.9% |
| Participation rate | 72.5% | 71.4%+1.1pp | 72.9%-0.4pp | 67.2%+5.3pp |
| Annual return | 12.92% | -40.34%+53.3pp | 3512.12%-3499.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,245 | $2,704-53.9% | $2,731-54.4% | $2,623-52.5% |
| Participant deferral / active EE | $1,235 | $3,636-66.0% | $4,000-69.1% | $4,346-71.6% |
| Admin fee / account holder | $146 | $896-83.7% | $3,998-96.4% | $1,942-92.5% |