Filed July 26, 2006
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 RETIREMENT ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $479,074 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $374,449 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, INC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $71,145 |
MERCER10+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $40,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,158 | $99,061+89.9% | $136,007+38.3% | $99,061+89.9% |
| Participation rate | 67.1% | 71.6%-4.6pp | 76.5%-9.4pp | 71.6%-4.6pp |
| Annual return | 11.83% | 17.66%-5.8pp | 579.32%-567.5pp | 17.66%-5.8pp |
| Employer contribution / active EE | $2,307 | $3,261-29.3% | $4,215-45.3% | $3,261-29.3% |
| Participant deferral / active EE | $6,032 | $5,331+13.1% | $7,024-14.1% | $5,331+13.1% |
| Admin fee / account holder | $149 | $109+36.6% | $6,858-97.8% | $109+36.6% |