Filed December 5, 2012 (most recent of 5 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: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $126,237 |
Service code 99 · EIN 94-0467440 | Other Fees | $32,679 |
CARLSON QUINN1 year Filed as: CARLSON QUINN, INC. Service code 49 | Other Services | $29,235 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,122 |
CARLSON QUINN1 year Service code 49 · EIN 94-3210526 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,772 | $111,491+42.4% | $189,513-16.2% | $86,799+82.9% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.8%+11.6pp | 72.3%+27.2pp |
| Annual return | 12.38% | 83.50%-71.1pp | 555.15%-542.8pp | 97.91%-85.5pp |
| Employer contribution / active EE | $9,193 | $3,951+132.7% | $6,162+49.2% | $2,405+282.2% |
| Participant deferral / active EE | $6,194 | $6,437-3.8% | $8,221-24.7% | $4,131+49.9% |
| Admin fee / account holder | $295 | $189+56.2% | $12,045-97.6% | $170+73.9% |