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 | $313,883 |
KILPATRICK TOWNSEND4 years Service code 29 · EIN 56-0511774 | Legal | $176,264 |
Filed as: VOYA M Service code 26 · EIN 02-0488491 | Advisory (Participants) | $62,458 |
MORNINGSTAR6 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $50,546 |
WARREN AVERETT, LLC3 years Filed as: WAREEN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $31,000 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $0 |
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 | $138,036 | $84,000+64.3% | $119,609+15.4% | $77,904+77.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 79.3%+15.8pp | 73.7%+21.4pp |
| Annual return | -15.99% | -11.59%-4.4pp | -14.97%-1.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $10,440 | $2,907+259.1% | $4,232+146.7% | $2,848+266.6% |
| Participant deferral / active EE | $9,456 | $4,705+101.0% | $5,602+68.8% | $4,806+96.8% |
| Admin fee / account holder | $125 | $116+7.9% | $10,323-98.8% | $133-5.7% |