Filed September 23, 1992
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 37 · EIN 04-3516284 | Loan Processing | $411,941 |
MERCER3 years Service code 16 · EIN 30-0282430 | Consulting | $394,378 |
KILPATRICK TOWNSEND7 years Service code 29 · EIN 56-0511774 | Legal | $97,449 |
Filed as: VOYA M Service code 26 · EIN 02-0488491 | Advisory (Participants) | $74,419 |
MORNINGSTAR9 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $57,015 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,964 | $111,072+107.0% | $156,263+47.2% | $102,872+123.5% |
| Participation rate | 96.5% | 80.1%+16.3pp | 78.9%+17.6pp | 73.0%+23.4pp |
| Annual return | 16.13% | 16.98%-0.8pp | 59.47%-43.3pp | 19.06%-2.9pp |
| Employer contribution / active EE | $12,733 | $4,017+217.0% | $4,333+193.9% | $3,526+261.1% |
| Participant deferral / active EE | $10,808 | $5,455+98.1% | $6,158+75.5% | $5,535+95.3% |
| Admin fee / account holder | $217 | $120+80.3% | $14,255-98.5% | $292-25.7% |