Filed March 26, 2001 (most recent of 3 filings on file)
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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $532,029 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 64 | Recordkeeping Fees | $467,865 |
THE SEGAL COMPANY1 year Filed as: SEGALROGERSCASEY Service code 64 | Recordkeeping Fees | $182,238 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 65 · EIN 04-3516284 | Account Maintenance | $52,504 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 16 · EIN 13-2646110 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,634 | $104,281+93.4% | $140,016+44.0% | $68,904+192.6% |
| Participation rate | 97.5% | 89.1%+8.4pp | 87.5%+10.0pp | 74.1%+23.4pp |
| Annual return | -5.10% | -1.33%-3.8pp | 651.12%-656.2pp | 1.07%-6.2pp |
| Employer contribution / active EE | $10,750 | $4,070+164.1% | $5,606+91.8% | $2,540+323.2% |
| Participant deferral / active EE | $11,783 | $6,129+92.2% | $6,927+70.1% | $4,015+193.4% |
| Admin fee / account holder | $75 | $79-4.9% | $10,705-99.3% | $71+5.0% |