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 | $23,049 |
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 | $104,150 | $139,618-25.4% | $100,516+3.6% | $106,222-2.0% |
| Participation rate | 94.2% | 83.2%+11.0pp | 79.4%+14.8pp | 70.8%+23.4pp |
| Annual return | 15.36% | 22.24%-6.9pp | 30.89%-15.5pp | 21.69%-6.3pp |
| Employer contribution / active EE | $2,790 | $3,379-17.4% | $3,418-18.4% | $2,723+2.5% |
| Participant deferral / active EE | $7,698 | $8,459-9.0% | $6,270+22.8% | $4,600+67.4% |
| Admin fee / account holder | $0 | $91-100.0% | $8,081-100.0% | $78-100.0% |