Filed March 18, 2005 (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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $856,304 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $609,712 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $42,750 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $10,000 |
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 | $217,880 | $151,876+43.5% | $113,168+92.5% | $117,739+85.1% |
| Participation rate | 95.8% | 92.5%+3.2pp | 76.6%+19.2pp | 76.6%+19.1pp |
| Annual return | 16.99% | 15.75%+1.2pp | 24.27%-7.3pp | 17.29%-0.3pp |
| Employer contribution / active EE | $7,454 | $4,598+62.1% | $2,975+150.5% | $3,746+99.0% |
| Participant deferral / active EE | $12,942 | $7,767+66.6% | $5,107+153.4% | $6,128+111.2% |
| Admin fee / account holder | $153 | $70+118.1% | $12,068-98.7% | $112+36.4% |