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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,645,810 |
MBSC SECURITIES CORPORATION3+ years Service code 71 200 PARK AVENUE · NEW YORK, NY 10166 | Brokerage Fees | $0 |
THE BANK OF NEW YORK MELLON3+ 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 | $150,355 | $112,134+34.1% | $149,718+0.4% | $80,976+85.7% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.1%+11.6pp | 68.3%+30.4pp |
| Annual return | 16.65% | 17.23%-0.6pp | 1501.63%-1485.0pp | 22.91%-6.3pp |
| Employer contribution / active EE | $5,624 | $3,991+40.9% | $5,445+3.3% | $2,402+134.1% |
| Participant deferral / active EE | $7,517 | $6,036+24.5% | $6,569+14.4% | $3,848+95.3% |
| Admin fee / account holder | $59 | $109-45.7% | $11,283-99.5% | $67-12.1% |