See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Recordkeeping | $93,978 |
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 | $194,561 | $46,173+321.4% | $170,442+14.2% | $69,631+179.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $14,703 | $1,610+813.4% | $5,433+170.6% | $2,032+623.5% |
| Participant deferral / active EE | $16,150 | $2,080+676.3% | $4,939+227.0% | $3,224+401.0% |
| Admin fee / account holder | $83 | $116-28.5% | $13,880-99.4% | $110-24.9% |