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 | $17,061 |
SUEMORI & INOUYE, INC.3 years Service code 17 · EIN 99-0242337 | Pension Consulting | $10,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,044 | $37,196-16.5% | $154,107-79.9% | $55,725-44.3% |
| Participation rate | 61.9% | 64.1%-2.2pp | 83.0%-21.1pp | 70.9%-9.0pp |
| Annual return | -3.39% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $596 | $1,614-63.1% | $5,298-88.7% | $2,078-71.3% |
| Participant deferral / active EE | $1,864 | $2,068-9.9% | $5,081-63.3% | $3,356-44.4% |
| Admin fee / account holder | $86 | $102-15.0% | $13,411-99.4% | $115-25.1% |