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 | $430,517 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 56-0511774 | Legal | $81,036 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $40,209 |
MORNINGSTAR3 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $33,769 |
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 | $124,094 | $73,125+69.7% | $125,175-0.9% | $77,787+59.5% |
| Participation rate | 97.0% | 79.4%+17.6pp | 79.8%+17.2pp | 73.2%+23.8pp |
| Annual return | 21.34% | 24.71%-3.4pp | 43.79%-22.5pp | 32.57%-11.2pp |
| Employer contribution / active EE | $4,536 | $2,413+88.0% | $3,865+17.4% | $2,504+81.1% |
| Participant deferral / active EE | $7,708 | $3,966+94.4% | $4,937+56.1% | $3,967+94.3% |
| Admin fee / account holder | $104 | $89+16.2% | $9,702-98.9% | $100+3.8% |