Filed June 28, 2006
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 4-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 | $217,169 |
AON CONSULTING2 years Filed as: AON Service code 28 · EIN 36-3109431 | Investment Management | $184,701 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $92,878 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW Service code 10 · EIN 33-0818667 | Accounting | $62,500 |
Filed as: CUSTOMIZED HR SOLUTIONS Service code 65 · EIN 46-2183610 | Account Maintenance | $18,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,229 | $103,282-44.6% | $81,382-29.7% | $99,062-42.2% |
| Participation rate | 94.7% | 73.2%+21.5pp | 69.5%+25.2pp | 71.6%+23.1pp |
| Annual return | 17.45% | 15.11%+2.3pp | 24.73%-7.3pp | 17.66%-0.2pp |
| Employer contribution / active EE | $5,913 | $3,061+93.2% | $2,463+140.1% | $3,262+81.3% |
| Participant deferral / active EE | $6,634 | $4,549+45.8% | $3,883+70.8% | $5,331+24.4% |
| Admin fee / account holder | $70 | $78-10.6% | $5,768-98.8% | $109-35.7% |