Filed November 19, 2014
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 RETIREMENT INSUR & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $11,826 |
SUEMORI & INOUYE, INC.1 year Service code 17 · EIN 99-0242337 | Pension Consulting | $7,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,804 | $36,916-24.7% | $156,549-82.2% | $57,658-51.8% |
| Participation rate | 59.6% | 63.4%-3.8pp | 84.0%-24.4pp | 70.2%-10.6pp |
| Annual return | 11.93% | 12.38%-0.4pp | 32.23%-20.3pp | 5.13%+6.8pp |
| Employer contribution / active EE | $578 | $1,571-63.2% | $5,501-89.5% | $1,974-70.7% |
| Participant deferral / active EE | $1,777 | $1,926-7.7% | $4,871-63.5% | $3,061-41.9% |
| Admin fee / account holder | $63 | $82-23.6% | $13,027-99.5% | $95-33.4% |