Filed March 3, 2011
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $597,488 |
Filed as: VOYA ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $246,501 |
AON CONSULTING1 year Filed as: AON HEWITT CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $54,595 |
Filed as: ALBION CONSULTING Service code 16 · EIN 26-1644826 | Consulting | $40,484 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 64 | Recordkeeping Fees | $8,446 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 16 · EIN 05-6057444 | Consulting | $7,924 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,496 | $85,635+44.2% | $123,892-0.3% | $63,975+93.0% |
| Participation rate | 91.8% | 74.9%+16.8pp | 81.4%+10.4pp | 71.1%+20.6pp |
| Annual return | 29.28% | 15.74%+13.5pp | 47.52%-18.2pp | 48.65%-19.4pp |
| Employer contribution / active EE | $5,337 | $3,076+73.5% | $4,617+15.6% | $2,182+144.6% |
| Participant deferral / active EE | $9,870 | $5,667+74.2% | $5,984+64.9% | $3,356+194.1% |
| Admin fee / account holder | $139 | $75+85.6% | $8,357-98.3% | $70+97.4% |