Filed November 16, 2012
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 13 · EIN 04-3516284 | Contract Administrator | $1,549,358 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $84,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,376 | $100,179-59.7% | $84,015-51.9% | $89,569-54.9% |
| Participation rate | 52.7% | 54.1%-1.4pp | 69.0%-16.3pp | 69.6%-16.9pp |
| Annual return | 17.86% | 22.50%-4.6pp | 71.31%-53.4pp | 34.56%-16.7pp |
| Employer contribution / active EE | $0 | $816-100.0% | $1,983-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,187 | $1,459-18.6% | $3,239-63.3% | $4,220-71.9% |
| Admin fee / account holder | $13 | $72-82.3% | $6,101-99.8% | $72-82.1% |