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 | $344,804 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $152,649 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $62,000 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $12,000 |
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 | $72,672 | $67,679+7.4% | $155,509-53.3% | $99,062-26.6% |
| Participation rate | 50.2% | 67.2%-17.0pp | 78.2%-28.0pp | 71.6%-21.5pp |
| Annual return | 15.46% | 16.16%-0.7pp | 64.67%-49.2pp | 17.66%-2.2pp |
| Employer contribution / active EE | $697 | $2,268-69.3% | $4,672-85.1% | $3,262-78.6% |
| Participant deferral / active EE | $3,099 | $3,828-19.1% | $5,626-44.9% | $5,331-41.9% |
| Admin fee / account holder | $196 | $94+108.9% | $15,912-98.8% | $109+79.6% |