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 | $23,921 |
TDAMERITRADE2+ years Service code 50 · EIN 06-0988655 | Direct Payment | $3,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,122 | $80,354+134.1% | $133,980+40.4% | $63,975+194.1% |
| Participation rate | 97.5% | 87.5%+10.0pp | 87.1%+10.5pp | 71.1%+26.4pp |
| Annual return | 6.75% | 13.11%-6.4pp | 29.30%-22.6pp | 48.65%-41.9pp |
| Employer contribution / active EE | $5,325 | $3,503+52.0% | $5,211+2.2% | $2,182+144.1% |
| Participant deferral / active EE | $11,191 | $5,239+113.6% | $6,282+78.1% | $3,356+233.4% |
| Admin fee / account holder | $6 | $69-91.7% | $9,324-99.9% | $70-91.9% |