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 | Employee (plan); Other services; Othe... | $630,311 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $64,683 |
NEPC, LLC5 years Service code 16 · EIN 26-1429809 | Consulting | $60,195 |
Filed as: FAEGRE DRINKER Service code 29 · EIN 41-0244008 | Legal | $30,508 |
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 | $161,324 | $159,391+1.2% | $102,423+57.5% | $99,062+62.9% |
| Participation rate | 96.9% | 88.6%+8.3pp | 76.5%+20.4pp | 71.6%+25.3pp |
| Annual return | 14.36% | 19.03%-4.7pp | 29.32%-15.0pp | 17.66%-3.3pp |
| Employer contribution / active EE | $4,718 | $4,207+12.1% | $3,023+56.0% | $3,262+44.6% |
| Participant deferral / active EE | $8,969 | $7,498+19.6% | $5,053+77.5% | $5,331+68.2% |
| Admin fee / account holder | $117 | $159-26.7% | $9,451-98.8% | $109+7.1% |