Filed June 14, 2016
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, L Service code 64 · EIN 04-3516284 | Recordkeeping Fees | $17,999 |
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 | $52,702 | $89,274-41.0% | $149,718-64.8% | $77,958-32.4% |
| Participation rate | 97.2% | 87.6%+9.6pp | 87.1%+10.2pp | 71.6%+25.6pp |
| Annual return | 14.27% | 20.36%-6.1pp | 1501.63%-1487.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $5,970 | $3,727+60.2% | $5,445+9.6% | $2,310+158.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $15 | $240-93.7% | $11,283-99.9% | $97-84.4% |