Filed August 6, 2010 (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 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 26 · EIN 02-0488491 | Advisory (Participants) | $93,708 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON SECURITIES CORPORATION Service code 71 240 GREENWICH STREET · NEW YORK, NY 10286 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON10+ years Filed as: PERSHING LLC Service code 71 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Brokerage Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,896 | $152,104+57.1% | $184,203+29.7% | $106,382+124.6% |
| Participation rate | 97.6% | 85.9%+11.7pp | 86.8%+10.8pp | 69.9%+27.7pp |
| Annual return | 16.03% | 20.70%-4.7pp | 28.81%-12.8pp | 17.37%-1.3pp |
| Employer contribution / active EE | $7,498 | $5,326+40.8% | $6,427+16.7% | $3,364+122.9% |
| Participant deferral / active EE | $12,616 | $8,559+47.4% | $9,131+38.2% | $5,569+126.6% |
| Admin fee / account holder | $98 | $103-4.5% | $13,901-99.3% | $79+23.6% |