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 |
|---|---|---|
Filed as: VOYA Service code 15 · EIN 02-0488491 | Recordkeeping | $2,959,873 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-6013494 | Investment Management | $1,069,216 |
BLACKROCK5+ years Service code 28 · EIN 04-0025081 | Investment Management | $785,470 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $228,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,002 | $106,734-28.8% | $75,886+0.2% | $89,569-15.1% |
| Participation rate | 84.5% | 65.6%+18.8pp | 69.3%+15.2pp | 69.6%+14.9pp |
| Annual return | 22.77% | 24.20%-1.4pp | 30.76%-8.0pp | 34.56%-11.8pp |
| Employer contribution / active EE | $1,774 | $3,939-55.0% | $2,500-29.0% | $2,584-31.3% |
| Participant deferral / active EE | $3,646 | $3,965-8.0% | $3,603+1.2% | $4,220-13.6% |
| Admin fee / account holder | $82 | $80+2.8% | $5,418-98.5% | $72+15.0% |