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 | $60,826 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $39,126 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 84-4519624 | Advisory (Participants) | $18,963 |
FMGK LLC3 years Service code 10 · EIN 36-2929601 | Accounting | $17,264 |
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 | $81,013 | $89,178-9.2% | $91,541-11.5% | $102,872-21.2% |
| Participation rate | 92.1% | 79.7%+12.5pp | 69.8%+22.3pp | 73.0%+19.1pp |
| Annual return | 20.05% | 14.52%+5.5pp | 20.50%-0.5pp | 19.06%+1.0pp |
| Employer contribution / active EE | $4,210 | $3,455+21.9% | $2,505+68.1% | $3,526+19.4% |
| Participant deferral / active EE | $4,495 | $4,657-3.5% | $4,008+12.2% | $5,535-18.8% |
| Admin fee / account holder | $166 | $134+23.7% | $6,956-97.6% | $292-43.2% |