Filed April 26, 1996
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $607,528 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $302,413 |
RVK, INC.10+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $108,967 |
STATE STREET GLOBAL ADVISORS4 years Filed as: SSGA Service code 27 · EIN 90-0337987 | Advisory (Plan) | $6,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,926 | $159,391+10.4% | $102,423+71.8% | $99,062+77.6% |
| Participation rate | 98.3% | 88.6%+9.8pp | 76.5%+21.9pp | 71.6%+26.7pp |
| Annual return | 13.82% | 19.03%-5.2pp | 29.32%-15.5pp | 17.66%-3.8pp |
| Employer contribution / active EE | $7,587 | $4,207+80.3% | $3,023+150.9% | $3,262+132.6% |
| Participant deferral / active EE | $6,172 | $7,498-17.7% | $5,053+22.1% | $5,331+15.8% |
| Admin fee / account holder | $205 | $159+28.7% | $9,451-97.8% | $109+87.9% |