Filed April 28, 2006 (most recent of 3 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 50 · EIN 04-3516284 | Direct Payment | $20,856 |
TDAMERITRADE1+ years Service code 50 · EIN 06-0988655 | Direct Payment | $2,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,525 | $75,760+131.7% | $123,104+42.6% | $59,188+196.6% |
| Participation rate | 97.4% | 86.0%+11.4pp | 86.8%+10.6pp | 69.4%+28.0pp |
| Annual return | 0.96% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.5pp |
| Employer contribution / active EE | $5,080 | $3,415+48.7% | $5,151-1.4% | $2,098+142.1% |
| Participant deferral / active EE | $10,742 | $5,000+114.8% | $6,230+72.4% | $3,265+229.0% |
| Admin fee / account holder | $5 | $61-92.0% | $9,015-99.9% | $92-94.8% |