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 | $530,437 |
AON CONSULTING1 year Filed as: AON Service code 28 · EIN 36-3109431 | Investment Management | $65,763 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $63,404 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW Service code 10 · EIN 33-0818667 | Accounting | $37,500 |
Filed as: ASPIRE Service code 65 · EIN 37-1372385 | Account Maintenance | $13,500 |
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 | $46,713 | $93,283-49.9% | $77,163-39.5% | $103,482-54.9% |
| Participation rate | 93.7% | 79.3%+14.4pp | 69.6%+24.1pp | 73.3%+20.4pp |
| Annual return | 27.60% | 17.40%+10.2pp | 37.87%-10.3pp | 33.11%-5.5pp |
| Employer contribution / active EE | $6,075 | $3,170+91.7% | $2,535+139.6% | $3,208+89.4% |
| Participant deferral / active EE | $6,199 | $4,624+34.0% | $3,833+61.7% | $5,207+19.0% |
| Admin fee / account holder | $95 | $78+21.1% | $5,472-98.3% | $114-16.8% |