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 RETIREMENT ADVISORS Service code 26 · EIN 22-0488491 | Advisory (Participants) | $213,778 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $179,070 |
HEIN & ASSOCIATES LLP2+ years Filed as: HEIN & ASSOCIATES Service code 10 · EIN 84-0749233 | Accounting | $43,790 |
Filed as: STATE STREET Service code 99 · EIN 04-1867445 | Other Fees | $19,217 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,654 | $100,921+45.3% | $82,313+78.2% | $177,276-17.3% |
| Participation rate | 86.0% | 86.9%-0.9pp | 76.9%+9.1pp | 74.8%+11.2pp |
| Annual return | 18.75% | 20.33%-1.6pp | 25.88%-7.1pp | 21.25%-2.5pp |
| Employer contribution / active EE | $3,478 | $3,145+10.6% | $2,428+43.2% | $2,479+40.3% |
| Participant deferral / active EE | $7,362 | $5,192+41.8% | $3,706+98.7% | $3,881+89.7% |
| Admin fee / account holder | $78 | $64+21.6% | $5,608-98.6% | $154-49.4% |