Filed August 30, 2007 (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 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 | $344,712 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $123,978 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $42,560 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $30,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,381 | $59,339+10.2% | $149,673-56.3% | $103,482-36.8% |
| Participation rate | 50.1% | 70.2%-20.1pp | 78.8%-28.6pp | 73.3%-23.1pp |
| Annual return | 18.50% | 77.78%-59.3pp | 134.42%-115.9pp | 33.11%-14.6pp |
| Employer contribution / active EE | $366 | $2,178-83.2% | $4,818-92.4% | $3,208-88.6% |
| Participant deferral / active EE | $3,040 | $3,716-18.2% | $5,680-46.5% | $5,207-41.6% |
| Admin fee / account holder | $184 | $103+78.2% | $13,210-98.6% | $114+60.9% |