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 | $76,112 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,840 | $82,546-33.6% | $140,016-60.8% | $75,289-27.2% |
| Participation rate | 97.3% | 88.4%+8.9pp | 87.5%+9.8pp | 72.4%+24.9pp |
| Annual return | -6.65% | -0.36%-6.3pp | 651.12%-657.8pp | -0.04%-6.6pp |
| Employer contribution / active EE | $6,366 | $3,856+65.1% | $5,606+13.6% | $2,405+164.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $56 | $86-34.7% | $10,705-99.5% | $102-45.3% |