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) | $1,366,334 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $631,442 |
GOLDMAN SACHS1 year Filed as: GSAM Service code 28 · EIN 13-3575636 | Investment Management | $235,217 |
PRICEWATERHOUSECOOPERS LLP9+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 · EIN 13-4008324 | Accounting | $118,535 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $76,593 |
WILLIS TOWERS WATSON US LLC5 years Service code 16 · EIN 53-0181291 | Consulting | $46,875 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,520 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 34-1820650 | Other Services | $5,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,438 | $103,482+90.8% | $94,646+108.6% | $103,482+90.8% |
| Participation rate | 95.8% | 73.3%+22.5pp | 80.8%+14.9pp | 73.3%+22.5pp |
| Annual return | 18.54% | 33.11%-14.6pp | 156.71%-138.2pp | 33.11%-14.6pp |
| Employer contribution / active EE | $5,520 | $3,208+72.1% | $3,672+50.3% | $3,208+72.1% |
| Participant deferral / active EE | $12,573 | $5,207+141.4% | $7,418+69.5% | $5,207+141.4% |
| Admin fee / account holder | $119 | $114+4.1% | $7,231-98.4% | $114+4.1% |