Filed July 27, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PREFERRED PENSION PLANNING2 years Service code 99 · EIN 22-3760320 | Other Fees | $1,560 |
Filed as: VOYA INSTITUTIONAL TRUST Service code 21 · EIN 46-5416028 | Bank Trustee | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,819 | $102,553-52.4% | $151,611-67.8% | $66,914-27.0% |
| Participation rate | 98.9% | 85.5%+13.4pp | 87.5%+11.4pp | 69.8%+29.1pp |
| Annual return | -11.21% | -10.82%-0.4pp | 3.33%-14.5pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,882 | $4,180-31.1% | $6,166-53.3% | $2,544+13.3% |
| Participant deferral / active EE | $5,862 | $6,641-11.7% | $8,363-29.9% | $4,237+38.4% |
| Admin fee / account holder | $22 | $630-96.5% | $11,616-99.8% | $593-96.3% |