Filed November 7, 2014 (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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $3,960,663 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,724,146 |
AON CONSULTING7 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $172,423 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 14 · EIN 61-2261527 | Plan Administrator | $45,150 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 61-2261527 | Accounting | $12,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,252 | $121,719-49.7% | $154,803-60.4% | $140,769-56.5% |
| Participation rate | 93.7% | 76.3%+17.4pp | 78.1%+15.6pp | 74.2%+19.5pp |
| Annual return | 16.42% | 19.22%-2.8pp | 58.88%-42.5pp | 16.82%-0.4pp |
| Employer contribution / active EE | $1,419 | $2,466-42.4% | $4,305-67.0% | $3,906-63.7% |
| Participant deferral / active EE | $5,773 | $5,384+7.2% | $5,540+4.2% | $6,717-14.1% |
| Admin fee / account holder | $106 | $71+50.4% | $14,329-99.3% | $229-53.6% |