Filed April 5, 2000 (most recent of 3 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 INSURANCE & ANN CO Service code 12 · EIN 71-0294708 | Claims processing; Investment advisor... | $6,105 |
SOUTHERN PENSION SERVICES1+ years Service code 12 · EIN 59-3461974 | Participant loan processing; Claims p... | $3,650 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,469 | $63,924+7.1% | $108,579-36.9% | $55,167+24.1% |
| Participation rate | 94.4% | 74.3%+20.1pp | 79.6%+14.9pp | 69.0%+25.5pp |
| Annual return | 6.29% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,757 | $1,879+46.7% | $3,758-26.7% | $1,963+40.5% |
| Participant deferral / active EE | $5,073 | $3,067+65.4% | $4,311+17.7% | $3,054+66.1% |
| Admin fee / account holder | $56 | $618-90.9% | $7,645-99.3% | $504-88.8% |