Filed November 20, 1990
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 TRUST COMPANY Service code 15 · EIN 71-0294708 | Recordkeeping | $280,723 |
INVESCO6+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $218,807 |
MERCER6+ years Service code 28 · EIN 13-2834414 | Investment Management | $117,543 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,558 | $187,277+47.7% | $112,977+144.8% | $90,288+206.3% |
| Participation rate | 98.4% | 91.6%+6.8pp | 82.6%+15.9pp | 73.4%+25.1pp |
| Annual return | 16.52% | 26.33%-9.8pp | 24.24%-7.7pp | 53.97%-37.4pp |
| Employer contribution / active EE | $9,294 | $5,263+76.6% | $4,255+118.5% | $2,524+268.2% |
| Participant deferral / active EE | $11,706 | $8,833+32.5% | $5,836+100.6% | $4,232+176.6% |
| Admin fee / account holder | $415 | $102+308.3% | $6,294-93.4% | $114+263.6% |