Filed January 15, 1999 (most recent of 4 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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $801,908 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $112,500 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Securities brokerage commissions and ... | $100,996 |
JENNER & BLOCK LLP2+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $62,066 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH & WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $22,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,795 | $117,928-22.2% | $77,999+17.7% | $65,292+40.6% |
| Participation rate | 97.3% | 85.6%+11.7pp | 75.5%+21.8pp | 72.4%+24.9pp |
| Annual return | 13.61% | 11.37%+2.2pp | 425.96%-412.4pp | 11.84%+1.8pp |
| Employer contribution / active EE | $6,914 | $3,999+72.9% | $2,470+179.9% | $2,302+200.4% |
| Participant deferral / active EE | $5,757 | $5,945-3.2% | $3,497+64.6% | $3,579+60.9% |
| Admin fee / account holder | $147 | $66+122.3% | $5,480-97.3% | $57+156.5% |