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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $316,978 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-0488491 | Advisory (Participants) | $194,770 |
HEIN & ASSOCIATES LLP1+ years Filed as: HEIN & ASSOCIATES Service code 10 · EIN 84-0749233 | Accounting | $42,403 |
CURCIO WEBB2+ years Service code 16 · EIN 36-4171366 | Consulting | $5,488 |
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 | $141,790 | $80,211+76.8% | $74,183+91.1% | $63,975+121.6% |
| Participation rate | 80.1% | 84.2%-4.1pp | 76.6%+3.5pp | 71.1%+9.0pp |
| Annual return | 12.19% | 14.13%-1.9pp | 17.74%-5.5pp | 48.65%-36.5pp |
| Employer contribution / active EE | $3,327 | $2,553+30.3% | $2,370+40.4% | $2,182+52.5% |
| Participant deferral / active EE | $7,082 | $4,370+62.1% | $3,550+99.5% | $3,356+111.0% |
| Admin fee / account holder | $109 | $67+61.6% | $5,586-98.1% | $70+54.2% |