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 | $349,578 |
MERCER2 years Service code 16 · EIN 30-0282430 | Consulting | $270,585 |
Filed as: VOYA M Service code 26 · EIN 02-0488491 | Advisory (Participants) | $91,222 |
MORNINGSTAR8 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $70,610 |
KILPATRICK TOWNSEND6 years Service code 29 · EIN 56-0511774 | Legal | $49,771 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,500 |
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 | $194,824 | $2,679,533-92.7% | $164,813+18.2% | $199,593-2.4% |
| Participation rate | 96.8% | 78.3%+18.5pp | 78.6%+18.2pp | 72.0%+24.8pp |
| Annual return | 15.09% | 17.93%-2.8pp | 69.93%-54.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $12,814 | $2,970+331.5% | $4,341+195.2% | $3,034+322.3% |
| Participant deferral / active EE | $10,793 | $5,010+115.4% | $6,031+78.9% | $5,087+112.2% |
| Admin fee / account holder | $168 | $1,982-91.5% | $12,690-98.7% | $269-37.6% |