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 | $21,154 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 50 · EIN 06-0988655 | Direct Payment | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,893 | $89,274+145.2% | $149,718+46.2% | $77,958+180.8% |
| Participation rate | 97.5% | 87.6%+9.8pp | 87.1%+10.4pp | 71.6%+25.8pp |
| Annual return | 19.21% | 20.36%-1.2pp | 1501.63%-1482.4pp | 20.87%-1.7pp |
| Employer contribution / active EE | $5,365 | $3,727+44.0% | $5,445-1.5% | $2,310+132.2% |
| Participant deferral / active EE | $11,699 | $5,382+117.4% | $6,569+78.1% | $3,537+230.8% |
| Admin fee / account holder | $4 | $240-98.2% | $11,283-100.0% | $97-95.6% |