Filed June 26, 2000
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $59,438 |
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 | $149,595 | $88,324+69.4% | $115,037+30.0% | $55,191+171.0% |
| Participation rate | 88.2% | 72.5%+15.6pp | 81.4%+6.8pp | 69.2%+19.0pp |
| Annual return | 0.43% | 6.30%-5.9pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $13,520 | $2,805+382.0% | $4,608+193.4% | $1,899+612.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $73 | $105-31.1% | $8,175-99.1% | $91-20.1% |