Filed August 16, 1996
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 99 · EIN 04-3516284 | Other Fees | $28,059 |
Service code 55 ATTN RAYMOND JAMES/RJIG · ST PETERSBURG, FL 33742 | Other Commissions | $16,436 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,189 | $75,284-13.4% | $91,001-28.4% | $69,631-6.4% |
| Participation rate | 98.4% | 80.4%+18.0pp | 75.6%+22.8pp | 70.7%+27.7pp |
| Annual return | 13.61% | 48.40%-34.8pp | 4.60%+9.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $2,410 | $2,473-2.5% | $2,456-1.8% | $2,032+18.6% |
| Participant deferral / active EE | $3,544 | $3,700-4.2% | $3,547-0.1% | $3,224+9.9% |
| Admin fee / account holder | $16 | $111-85.5% | $5,417-99.7% | $110-85.4% |