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 | $16,724 |
SUEMORI & INOUYE, INC.4 years Service code 17 · EIN 99-0242337 | Pension Consulting | $9,520 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $3,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180 |
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.
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 | $35,025 | $62,928-44.3% | $172,739-79.7% | $67,579-48.2% |
| Participation rate | 59.4% | 64.5%-5.0pp | 82.6%-23.2pp | 71.3%-11.8pp |
| Annual return | 12.41% | 30.36%-17.9pp | 802.84%-790.4pp | 378.56%-366.1pp |
| Employer contribution / active EE | $582 | $1,636-64.4% | $5,143-88.7% | $2,148-72.9% |
| Participant deferral / active EE | $1,816 | $2,145-15.3% | $5,198-65.1% | $3,539-48.7% |
| Admin fee / account holder | $90 | $167-46.1% | $13,954-99.4% | $142-36.9% |