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 49 · EIN 04-3516284 | Other Services | $58,552 |
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 | $85,359 | $110,699-22.9% | $177,821-52.0% | $90,288-5.5% |
| Participation rate | 96.6% | 88.3%+8.3pp | 87.7%+8.9pp | 73.4%+23.3pp |
| Annual return | 12.85% | 22.79%-9.9pp | 48.32%-35.5pp | 53.97%-41.1pp |
| Employer contribution / active EE | $7,226 | $4,118+75.4% | $5,918+22.1% | $2,524+186.3% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $50 | $90-44.8% | $12,427-99.6% | $114-56.4% |