Filed August 20, 1999
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 37 · EIN 04-3516284 | Loan Processing | $344,375 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $258,139 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $34,326 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 16 · EIN 23-1945930 | Consulting | $8,449 |
THE VANGUARD GROUP, INC.4 years Service code 99 | Other Fees | $0 |
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.
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 | $52,110 | $57,150-8.8% | $93,606-44.3% | $106,382-51.0% |
| Participation rate | 16.8% | 49.1%-32.3pp | 68.7%-51.9pp | 69.9%-53.1pp |
| Annual return | 13.79% | 15.81%-2.0pp | 133.20%-119.4pp | 17.37%-3.6pp |
| Employer contribution / active EE | $378 | $1,015-62.7% | $2,420-84.4% | $3,364-88.8% |
| Participant deferral / active EE | $756 | $1,853-59.2% | $4,411-82.9% | $5,569-86.4% |
| Admin fee / account holder | $136 | $64+110.8% | $8,285-98.4% | $79+71.2% |