Filed March 21, 2011 (most recent of 2 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 9-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS Service code 51 · EIN 13-2834414 | Investment Mgmt Fees | $350,915 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $40,096 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $18,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,973 | $61,756+134.8% | $70,092+106.8% | $77,904+86.1% |
| Participation rate | 96.2% | 79.9%+16.3pp | 70.5%+25.7pp | 73.7%+22.5pp |
| Annual return | -15.64% | -11.86%-3.8pp | 190.73%-206.4pp | 12.21%-27.8pp |
| Employer contribution / active EE | $10,301 | $2,706+280.6% | $2,559+302.6% | $2,848+261.7% |
| Participant deferral / active EE | $9,343 | $3,977+134.9% | $3,849+142.8% | $4,806+94.4% |
| Admin fee / account holder | $463 | $101+356.6% | $6,267-92.6% | $133+249.0% |