Filed December 16, 2016 (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 Filed as: VOYA Service code 15 · EIN 02-0488491 | Recordkeeping | $9,704,044 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $3,002,414 |
BLACKROCK10+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,388,405 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 98-0352587 | Consulting | $230,033 |
Filed as: QDRO BENEFITS FIRM Service code 29 · EIN 84-2015520 | Legal | $92,783 |
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 | $113,602 | $140,910-19.4% | $76,002+49.5% | $106,408+6.8% |
| Participation rate | 88.2% | 64.1%+24.1pp | 69.1%+19.2pp | 69.9%+18.4pp |
| Annual return | 9.79% | 16.51%-6.7pp | 360.07%-350.3pp | 17.37%-7.6pp |
| Employer contribution / active EE | $7,375 | $5,354+37.8% | $2,688+174.4% | $3,361+119.4% |
| Participant deferral / active EE | $5,564 | $5,004+11.2% | $4,257+30.7% | $5,567-0.1% |
| Admin fee / account holder | $90 | $117-22.9% | $6,414-98.6% | $79+14.3% |