Filed May 23, 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 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 INSTITUTIONAL PLAN SERVICES Service code 99 · EIN 04-3516284 | Other Fees | $45,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,799 | $167,668-22.0% | $100,391+30.3% | $106,382+23.0% |
| Participation rate | 96.7% | 87.6%+9.2pp | 81.5%+15.3pp | 69.9%+26.9pp |
| Annual return | 15.65% | 18.33%-2.7pp | 49.20%-33.6pp | 17.37%-1.7pp |
| Employer contribution / active EE | $5,250 | $4,908+7.0% | $3,942+33.2% | $3,364+56.1% |
| Participant deferral / active EE | $9,231 | $11,427-19.2% | $8,082+14.2% | $5,569+65.8% |
| Admin fee / account holder | $0 | $94-100.0% | $7,899-100.0% | $79-100.0% |