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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $467,921 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $240,000 |
MCGUIREWOODS LLP1 year Service code 29 · EIN 54-0505857 | Legal | $82,303 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $74,383 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $48,825 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY EASTERN STATES IN Service code 16 · EIN 13-1835864 | Consulting | $45,530 |
Service code 99 · EIN 20-8307105 | Other Fees | $7,176 |
Filed as: CHARLES SCHWAB & CO Service code 26 · EIN 94-1737782 | Advisory (Participants) | $4,809 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,127 |
Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,732 | $152,281-0.4% | $106,213+42.9% | $99,062+53.2% |
| Participation rate | 98.7% | 92.2%+6.5pp | 75.3%+23.4pp | 71.6%+27.1pp |
| Annual return | 10.63% | 15.00%-4.4pp | 116.14%-105.5pp | 17.66%-7.0pp |
| Employer contribution / active EE | $7,751 | $5,348+44.9% | $3,171+144.4% | $3,262+137.6% |
| Participant deferral / active EE | $8,419 | $8,206+2.6% | $5,016+67.8% | $5,331+57.9% |
| Admin fee / account holder | $109 | $77+40.5% | $11,033-99.0% | $109-0.1% |