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 | $19,448 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 50 · EIN 06-0988655 | Direct Payment | $3,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,487 | $82,546+147.7% | $140,016+46.0% | $75,289+171.6% |
| Participation rate | 96.5% | 88.4%+8.1pp | 87.5%+9.0pp | 72.4%+24.1pp |
| Annual return | -5.15% | -0.36%-4.8pp | 651.12%-656.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $5,292 | $3,856+37.2% | $5,606-5.6% | $2,405+120.1% |
| Participant deferral / active EE | $11,797 | $5,731+105.8% | $6,927+70.3% | $3,739+215.6% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |