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) | $4,131,162 |
THE BANK OF NEW YORK MELLON5 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 MELLON9+ 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 | $207,725 | $135,240+53.6% | $169,993+22.2% | $96,393+115.5% |
| Participation rate | 97.6% | 86.5%+11.1pp | 87.0%+10.6pp | 71.3%+26.3pp |
| Annual return | 17.94% | 22.04%-4.1pp | 53.37%-35.4pp | 22.88%-4.9pp |
| Employer contribution / active EE | $7,521 | $5,029+49.5% | $6,785+10.8% | $3,238+132.2% |
| Participant deferral / active EE | $11,529 | $8,138+41.7% | $10,408+10.8% | $5,455+111.3% |
| Admin fee / account holder | $96 | $85+12.9% | $12,815-99.3% | $74+29.7% |