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 INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 04-3516284 | Advisory (Plan) | $619,869 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $311,390 |
Filed as: VOYA ADVISORS LLC Service code 16 · EIN 02-0488491 | Consulting | $289,092 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $58,380 |
BDO USA, LLP1 year Filed as: BDO USA P.A. Service code 49 · EIN 13-5381590 | Other Services | $6,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,294 | $130,141+63.9% | $86,677+146.1% | $77,904+173.8% |
| Participation rate | 99.3% | 85.9%+13.4pp | 76.6%+22.7pp | 73.7%+25.6pp |
| Annual return | -14.58% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $10,941 | $3,220+239.8% | $2,836+285.7% | $2,848+284.2% |
| Participant deferral / active EE | $12,970 | $5,757+125.3% | $4,656+178.6% | $4,806+169.9% |
| Admin fee / account holder | $345 | $132+162.2% | $7,493-95.4% | $133+160.7% |