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 | $31,566 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $26,023 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $9,641 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $5,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,631 | $47,126+86.0% | $149,673-41.5% | $74,419+17.8% |
| Participation rate | 52.8% | 63.4%-10.6pp | 78.8%-26.0pp | 70.7%-18.0pp |
| Annual return | 18.67% | 22.75%-4.1pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $57 | $1,905-97.0% | $4,818-98.8% | $2,637-97.8% |
| Participant deferral / active EE | $250 | $2,728-90.8% | $5,680-95.6% | $4,528-94.5% |
| Admin fee / account holder | $271 | $343-21.0% | $13,210-97.9% | $348-22.1% |