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) | $4,087,878 |
THE BANK OF NEW YORK MELLON4 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 MELLON8+ 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 | $179,057 | $118,441+51.2% | $151,611+18.1% | $89,394+100.3% |
| Participation rate | 97.5% | 88.0%+9.5pp | 87.5%+10.0pp | 71.3%+26.2pp |
| Annual return | -15.73% | -9.10%-6.6pp | 3.33%-19.1pp | -11.89%-3.8pp |
| Employer contribution / active EE | $7,220 | $4,770+51.4% | $6,166+17.1% | $3,022+138.9% |
| Participant deferral / active EE | $10,901 | $7,648+42.5% | $8,363+30.3% | $5,123+112.8% |
| Admin fee / account holder | $94 | $90+4.4% | $11,616-99.2% | $79+17.8% |