Filed March 21, 2001
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 | $219,489 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $66,453 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,000 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,853 | $86,936-45.0% | $103,374-53.7% | $99,061-51.7% |
| Participation rate | 36.0% | 81.7%-45.7pp | 74.5%-38.5pp | 71.6%-35.6pp |
| Annual return | 27.98% | 14.99%+13.0pp | 24.89%+3.1pp | 17.66%+10.3pp |
| Employer contribution / active EE | $770 | $3,925-80.4% | $3,869-80.1% | $3,261-76.4% |
| Participant deferral / active EE | $1,981 | $3,825-48.2% | $5,058-60.8% | $5,331-62.8% |
| Admin fee / account holder | $102 | $140-27.3% | $8,394-98.8% | $109-6.4% |