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 | $519,732 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $256,396 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 99 · EIN 04-1867445 | Other Fees | $9,143 |
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 | $142,425 | $96,261+48.0% | $76,768+85.5% | $68,904+106.7% |
| Participation rate | 90.2% | 87.0%+3.2pp | 77.0%+13.3pp | 74.1%+16.1pp |
| Annual return | 7.81% | -0.85%+8.7pp | 2.43%+5.4pp | 1.07%+6.7pp |
| Employer contribution / active EE | $4,383 | $3,303+32.7% | $2,485+76.4% | $2,540+72.6% |
| Participant deferral / active EE | $7,946 | $5,537+43.5% | $3,852+106.3% | $4,015+97.9% |
| Admin fee / account holder | $122 | $73+67.9% | $6,675-98.2% | $71+71.6% |