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 fees; Other services; Employee ... | $615,849 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $118,477 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $59,600 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $54,663 |
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 | $127,375 | $106,087+20.1% | $86,677+47.0% | $78,044+63.2% |
| Participation rate | 95.5% | 89.6%+6.0pp | 76.6%+19.0pp | 74.4%+21.1pp |
| Annual return | -10.04% | -14.87%+4.8pp | 35.91%-45.9pp | 10.87%-20.9pp |
| Employer contribution / active EE | $4,250 | $4,110+3.4% | $2,836+49.8% | $3,125+36.0% |
| Participant deferral / active EE | $7,770 | $6,851+13.4% | $4,656+66.9% | $5,084+52.8% |
| Admin fee / account holder | $128 | $81+57.3% | $7,493-98.3% | $79+61.9% |