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 |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,372,742 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 37 · EIN 04-3516284 | Loan Processing | $178,391 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,517 | $61,125+74.3% | $108,579-1.9% | $63,975+66.5% |
| Participation rate | 96.1% | 80.5%+15.6pp | 79.6%+16.5pp | 71.1%+25.0pp |
| Annual return | 8.46% | 14.06%-5.6pp | -51.70%+60.2pp | 48.65%-40.2pp |
| Employer contribution / active EE | $4,254 | $2,237+90.2% | $3,758+13.2% | $2,182+95.0% |
| Participant deferral / active EE | $7,158 | $3,574+100.3% | $4,311+66.1% | $3,356+113.3% |
| Admin fee / account holder | $51 | $72-28.8% | $7,645-99.3% | $70-27.2% |