Filed July 9, 1997
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 30 · EIN 04-3516284 | Employee (plan); Other services; Part... | $247,981 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,569 | $96,261+13.8% | $76,768+42.7% | $68,904+59.0% |
| Participation rate | 90.4% | 87.0%+3.4pp | 77.0%+13.4pp | 74.1%+16.3pp |
| Annual return | -1.56% | -0.85%-0.7pp | 2.43%-4.0pp | 1.07%-2.6pp |
| Employer contribution / active EE | $3,316 | $3,303+0.4% | $2,485+33.4% | $2,540+30.5% |
| Participant deferral / active EE | $5,810 | $5,537+4.9% | $3,852+50.9% | $4,015+44.7% |
| Admin fee / account holder | $30 | $73-58.9% | $6,675-99.6% | $71-58.0% |