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 | $477,356 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $353,094 |
Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $73,553 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $54,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,932 | $124,049+55.5% | $95,952+101.1% | $93,223+107.0% |
| Participation rate | 94.2% | 88.4%+5.8pp | 77.1%+17.1pp | 74.9%+19.3pp |
| Annual return | 17.19% | 22.17%-5.0pp | 91.61%-74.4pp | 19.29%-2.1pp |
| Employer contribution / active EE | $5,365 | $3,478+54.3% | $2,541+111.2% | $2,680+100.2% |
| Participant deferral / active EE | $9,302 | $6,147+51.3% | $4,167+123.2% | $4,563+103.9% |
| Admin fee / account holder | $117 | $73+60.7% | $6,795-98.3% | $79+47.5% |