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 | $17,250 |
SUEMORI & INOUYE, INC.2 years Service code 17 · EIN 99-0242337 | Pension Consulting | $12,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,729 | $46,173-33.4% | $170,442-82.0% | $69,631-55.9% |
| Participation rate | 60.7% | 63.9%-3.2pp | 83.6%-22.9pp | 70.7%-10.0pp |
| Annual return | 11.08% | 21.62%-10.5pp | 205.93%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $566 | $1,610-64.9% | $5,433-89.6% | $2,032-72.2% |
| Participant deferral / active EE | $1,716 | $2,080-17.5% | $4,939-65.3% | $3,224-46.8% |
| Admin fee / account holder | $91 | $116-21.5% | $13,880-99.3% | $110-17.6% |