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 | $331,038 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW Service code 29 · EIN 04-3323315 | Legal | $108,954 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $24,982 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $21,511 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,336 | $64,311+56.0% | $110,238-9.0% | $75,289+33.3% |
| Participation rate | 97.3% | 79.3%+18.0pp | 79.8%+17.4pp | 72.4%+24.8pp |
| Annual return | -6.55% | -1.74%-4.8pp | 314.74%-321.3pp | -0.04%-6.5pp |
| Employer contribution / active EE | $4,545 | $2,404+89.1% | $3,826+18.8% | $2,405+89.0% |
| Participant deferral / active EE | $7,536 | $3,892+93.6% | $4,672+61.3% | $3,739+101.6% |
| Admin fee / account holder | $88 | $88+0.2% | $8,547-99.0% | $102-14.2% |