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 | $341,047 |
KILPATRICK TOWNSEND5 years Service code 29 · EIN 56-0511774 | Legal | $165,440 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $153,752 |
Filed as: VOYA M Service code 26 · EIN 02-0488491 | Advisory (Participants) | $72,714 |
MORNINGSTAR7 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $58,051 |
WARREN AVERETT, LLC6 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
RUSSELL TRUST COMPANY2 years 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 | $163,808 | $84,993+92.7% | $129,995+26.0% | $80,160+104.4% |
| Participation rate | 96.0% | 79.5%+16.5pp | 78.5%+17.6pp | 72.9%+23.1pp |
| Annual return | 17.69% | 23.76%-6.1pp | -137.18%+154.9pp | 40.38%-22.7pp |
| Employer contribution / active EE | $11,381 | $3,051+273.0% | $4,320+163.5% | $2,978+282.2% |
| Participant deferral / active EE | $9,777 | $4,984+96.2% | $5,820+68.0% | $5,017+94.9% |
| Admin fee / account holder | $160 | $391-58.9% | $10,614-98.5% | $145+10.7% |