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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $244,435 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $128,683 |
MORNINGSTAR5 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $102,465 |
RVK, INC.6+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $44,339 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $22,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,262 | $176,491+18.6% | $95,952+118.1% | $90,288+131.8% |
| Participation rate | 98.6% | 86.6%+12.0pp | 77.1%+21.5pp | 73.4%+25.2pp |
| Annual return | 14.89% | 20.14%-5.2pp | 91.61%-76.7pp | 53.97%-39.1pp |
| Employer contribution / active EE | $6,283 | $2,789+125.3% | $2,541+147.3% | $2,524+148.9% |
| Participant deferral / active EE | $5,245 | $5,340-1.8% | $4,167+25.9% | $4,232+23.9% |
| Admin fee / account holder | $113 | $154-26.3% | $6,795-98.3% | $114-0.5% |