Filed October 26, 2005
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 5-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 28 · EIN 04-3516284 | Investment Management | $54,717 |
ANDCO CONSULTING1+ years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $6,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,863 | $52,293+33.6% | $178,490-60.9% | $73,409-4.8% |
| Participation rate | 43.5% | 65.3%-21.9pp | 81.9%-38.4pp | 72.2%-28.7pp |
| Annual return | 15.50% | 34.75%-19.2pp | 151.07%-135.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $727 | $1,735-58.1% | $5,011-85.5% | $2,234-67.4% |
| Participant deferral / active EE | $1,467 | $2,332-37.1% | $5,202-71.8% | $3,805-61.4% |
| Admin fee / account holder | $153 | $127+20.3% | $13,984-98.9% | $158-2.9% |