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 | $666,707 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,920 | $89,497-61.0% | $70,092-50.2% | $78,044-55.3% |
| Participation rate | 90.9% | 79.9%+11.0pp | 70.5%+20.4pp | 74.4%+16.5pp |
| Annual return | 5.88% | -12.39%+18.3pp | 190.73%-184.9pp | 10.87%-5.0pp |
| Employer contribution / active EE | $6,293 | $3,152+99.7% | $2,559+145.9% | $3,125+101.4% |
| Participant deferral / active EE | $6,271 | $4,564+37.4% | $3,849+62.9% | $5,084+23.3% |
| Admin fee / account holder | $106 | $78+35.9% | $6,267-98.3% | $79+33.8% |