Filed July 9, 1997
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 30 · EIN 04-3516284 | Other services; Participant loan proc... | $468,008 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $66,798 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $62,850 |
COVINGTON & BURLING LLP2 years Service code 29 · EIN 53-0188411 | Legal | $17,136 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,766 | $124,049+19.1% | $95,952+54.0% | $93,223+58.5% |
| Participation rate | 97.0% | 88.4%+8.6pp | 77.1%+19.9pp | 74.9%+22.1pp |
| Annual return | 17.84% | 22.17%-4.3pp | 91.61%-73.8pp | 19.29%-1.4pp |
| Employer contribution / active EE | $3,967 | $3,478+14.1% | $2,541+56.1% | $2,680+48.1% |
| Participant deferral / active EE | $7,119 | $6,147+15.8% | $4,167+70.9% | $4,563+56.0% |
| Admin fee / account holder | $93 | $73+28.1% | $6,795-98.6% | $79+17.6% |