Filed April 27, 2007 (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 RETIREMENT ADVISORS LLC Service code 27 · EIN 22-1862786 | Advisory (Plan) | $574,751 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $240,177 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $98,071 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $58,275 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 49 · EIN 13-5381590 | Other Services | $8,373 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,949 | $110,299+128.4% | $102,423+146.0% | $199,593+26.2% |
| Participation rate | 98.8% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 13.29% | 35.73%-22.4pp | 29.32%-16.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $11,290 | $3,603+213.3% | $3,023+273.4% | $3,034+272.1% |
| Participant deferral / active EE | $12,943 | $6,376+103.0% | $5,053+156.2% | $5,087+154.5% |
| Admin fee / account holder | $243 | $122+98.9% | $9,451-97.4% | $269-9.5% |