Filed February 26, 2009 (most recent of 3 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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,483,922 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $611,520 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT Service code 27 · EIN 36-4001764 | Advisory (Plan) | $142,500 |
PRICEWATERHOUSECOOPERS LLP10+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $116,465 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $106,397 |
WILLIS TOWERS WATSON US LLC6 years Service code 16 · EIN 53-0181291 | Consulting | $37,500 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $5,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,564 | $99,061+126.7% | $100,383+123.7% | $99,061+126.7% |
| Participation rate | 95.5% | 71.6%+23.9pp | 81.5%+14.0pp | 71.6%+23.9pp |
| Annual return | 14.19% | 17.66%-3.5pp | 49.26%-35.1pp | 17.66%-3.5pp |
| Employer contribution / active EE | $5,955 | $3,261+82.6% | $3,944+51.0% | $3,261+82.6% |
| Participant deferral / active EE | $13,284 | $5,331+149.2% | $8,086+64.3% | $5,331+149.2% |
| Admin fee / account holder | $126 | $109+15.3% | $7,900-98.4% | $109+15.3% |