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 | $309,085 |
KILPATRICK TOWNSEND3 years Service code 29 · EIN 56-0511774 | Legal | $193,452 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $70,770 |
MORNINGSTAR5 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $56,296 |
WARREN AVERETT, LLC2 years Filed as: WAREEN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $30,500 |
RUSSELL TRUST COMPANY7+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $2,685 |
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 | $165,593 | $91,746+80.5% | $146,665+12.9% | $93,030+78.0% |
| Participation rate | 95.9% | 80.9%+15.0pp | 80.1%+15.9pp | 73.9%+22.0pp |
| Annual return | 9.73% | 18.28%-8.6pp | 22.74%-13.0pp | 158.70%-149.0pp |
| Employer contribution / active EE | $10,556 | $2,815+275.0% | $4,136+155.2% | $2,706+290.1% |
| Participant deferral / active EE | $9,538 | $4,589+107.8% | $5,506+73.2% | $4,562+109.1% |
| Admin fee / account holder | $132 | $101+30.1% | $10,280-98.7% | $152-13.2% |