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 | $866,642 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $118,120 |
JENNER & BLOCK LLP3+ years Filed as: JENNER & BLOCK, LLP Service code 29 · EIN 36-2192554 | Legal | $110,908 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Securities brokerage commissions and ... | $110,342 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $90,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, SMITH & WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $23,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,173 | $2,226,388-95.1% | $91,001+20.0% | $177,276-38.4% |
| Participation rate | 96.9% | 85.1%+11.7pp | 75.6%+21.3pp | 74.8%+22.1pp |
| Annual return | 20.16% | 20.16%0pp | 4.60%+15.6pp | 21.25%-1.1pp |
| Employer contribution / active EE | $7,198 | $4,139+73.9% | $2,456+193.1% | $2,479+190.4% |
| Participant deferral / active EE | $6,087 | $6,423-5.2% | $3,547+71.6% | $3,881+56.9% |
| Admin fee / account holder | $174 | $1,921-90.9% | $5,417-96.8% | $154+13.0% |