Filed August 28, 2009
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, L Service code 37 · EIN 04-3516284 | Loan Processing | $54,129 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $30,231 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 | Advisory (Participants) | $14,450 |
TIDAL1 year Service code 26 · EIN 45-4777950 | Advisory (Participants) | $8,186 |
FMGK LLC2 years Service code 10 · EIN 36-2929601 | Accounting | $8,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,087 | $76,173+6.5% | $81,438-0.4% | $199,768-59.4% |
| Participation rate | 74.7% | 76.3%-1.6pp | 69.5%+5.2pp | 72.0%+2.7pp |
| Annual return | 14.88% | 15.59%-0.7pp | 24.74%-9.9pp | 34.26%-19.4pp |
| Employer contribution / active EE | $3,778 | $2,792+35.3% | $2,460+53.6% | $3,037+24.4% |
| Participant deferral / active EE | $3,844 | $4,201-8.5% | $3,883-1.0% | $5,090-24.5% |
| Admin fee / account holder | $170 | $146+16.3% | $5,764-97.1% | $269-36.9% |