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 | $2,693,263 |
BLACKROCK8+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,026,615 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $154,116 |
Filed as: QDRO BENEFITS FIRM, SUSAN L.DUBROF, Service code 29 · EIN 84-2015520 | Legal | $73,498 |
Filed as: STATE STREET GLOBAL ADV TRUST COMP Service code 28 · EIN 81-4017137 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,809 | $96,461-14.2% | $68,791+20.4% | $89,394-7.4% |
| Participation rate | 85.2% | 64.2%+21.1pp | 69.0%+16.2pp | 71.3%+14.0pp |
| Annual return | -17.34% | -13.05%-4.3pp | -6.38%-11.0pp | -11.89%-5.5pp |
| Employer contribution / active EE | $2,611 | $3,671-28.9% | $2,655-1.7% | $3,022-13.6% |
| Participant deferral / active EE | $4,554 | $4,123+10.4% | $3,941+15.5% | $5,123-11.1% |
| Admin fee / account holder | $91 | $102-10.7% | $4,932-98.2% | $79+14.6% |