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 | $7,117,287 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $2,994,069 |
BLACKROCK9+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,026,615 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,502 | $119,999-17.9% | $70,515+39.7% | $96,393+2.2% |
| Participation rate | 87.4% | 66.2%+21.2pp | 68.3%+19.0pp | 71.3%+16.1pp |
| Annual return | 14.11% | 20.36%-6.2pp | 32.77%-18.7pp | 22.88%-8.8pp |
| Employer contribution / active EE | $7,078 | $4,602+53.8% | $2,973+138.0% | $3,238+118.5% |
| Participant deferral / active EE | $5,192 | $4,604+12.8% | $4,567+13.7% | $5,455-4.8% |
| Admin fee / account holder | $84 | $95-11.6% | $6,412-98.7% | $74+13.2% |