Filed April 13, 1994
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 | $427,190 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING-MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $125,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,294 | $56,467+97.1% | $95,585+16.4% | $102,872+8.2% |
| Participation rate | 81.0% | 62.1%+18.9pp | 72.1%+8.9pp | 73.0%+8.0pp |
| Annual return | 13.54% | 17.94%-4.4pp | 38.56%-25.0pp | 19.06%-5.5pp |
| Employer contribution / active EE | $682 | $1,216-43.9% | $2,527-73.0% | $3,526-80.7% |
| Participant deferral / active EE | $3,384 | $3,007+12.5% | $4,023-15.9% | $5,535-38.9% |
| Admin fee / account holder | $140 | $112+24.3% | $6,127-97.7% | $292-52.2% |