Filed February 3, 2006 (most recent of 2 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 INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $1,071,476 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $689,664 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $64,061 |
Service code 10 · EIN 23-2667890 | Accounting | $33,150 |
GROOM LAW GROUP4 years Filed as: GROOM Service code 29 · EIN 52-1219029 | Legal | $26,014 |
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 | $77,367 | $77,577-0.3% | $101,794-24.0% | $140,769-45.0% |
| Participation rate | 50.5% | 56.8%-6.3pp | 69.2%-18.7pp | 74.2%-23.7pp |
| Annual return | 16.79% | 14.47%+2.3pp | 30.53%-13.7pp | 16.82%0pp |
| Employer contribution / active EE | $1,090 | $1,318-17.3% | $2,289-52.4% | $3,906-72.1% |
| Participant deferral / active EE | $3,748 | $2,205+69.9% | $4,084-8.2% | $6,717-44.2% |
| Admin fee / account holder | $116 | $84+37.1% | $8,777-98.7% | $229-49.6% |