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 ... | $535,314 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $102,004 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $95,842 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $62,800 |
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 | $145,143 | $118,464+22.5% | $96,544+50.3% | $103,482+40.3% |
| Participation rate | 95.0% | 89.0%+6.0pp | 76.0%+19.1pp | 73.3%+21.8pp |
| Annual return | 19.03% | 18.79%+0.2pp | 25.84%-6.8pp | 33.11%-14.1pp |
| Employer contribution / active EE | $4,546 | $4,210+8.0% | $2,965+53.3% | $3,208+41.7% |
| Participant deferral / active EE | $8,160 | $7,277+12.1% | $4,851+68.2% | $5,207+56.7% |
| Admin fee / account holder | $124 | $81+53.4% | $8,252-98.5% | $114+8.9% |