Filed June 14, 2006 (most recent of 4 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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,847,947 |
DAVID F HILTON9 years Service code 55 · EIN 55-6904030 | Other Commissions | $0 |
SEAN D MULSTEN4 years Service code 55 · EIN 57-1777603 | Other Commissions | $0 |
VIOLETA MENDEZ7 years Service code 55 · EIN 54-7043076 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,958 | $73,283+80.1% | $155,509-15.1% | $106,382+24.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 78.2%+19.8pp | 69.9%+28.1pp |
| Annual return | 16.19% | 15.77%+0.4pp | 64.67%-48.5pp | 17.37%-1.2pp |
| Employer contribution / active EE | $3,646 | $2,247+62.2% | $4,672-22.0% | $3,364+8.4% |
| Participant deferral / active EE | $10,136 | $4,580+121.3% | $5,626+80.2% | $5,569+82.0% |
| Admin fee / account holder | $92 | $56+64.5% | $15,912-99.4% | $79+16.5% |