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 | $1,138,910 |
BLACKROCK6+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,057,583 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $996,740 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-6013494 | Investment Management | $191,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,110 | $106,222-20.8% | $185,823-54.7% | $106,222-20.8% |
| Participation rate | 80.3% | 70.8%+9.5pp | 78.0%+2.3pp | 70.8%+9.5pp |
| Annual return | 22.15% | 21.69%+0.5pp | 35.95%-13.8pp | 21.69%+0.5pp |
| Employer contribution / active EE | $1,896 | $2,723-30.4% | $4,087-53.6% | $2,723-30.4% |
| Participant deferral / active EE | $3,603 | $4,600-21.7% | $5,632-36.0% | $4,600-21.7% |
| Admin fee / account holder | $84 | $78+7.4% | $9,500-99.1% | $78+7.4% |