Filed October 11, 1
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 37 · EIN 04-3516284 | Loan Processing | $197,373 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $71,187 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,683 | $62,544+56.2% | $129,207-24.4% | $199,593-51.1% |
| Participation rate | 95.0% | 56.8%+38.2pp | 69.6%+25.4pp | 72.0%+23.0pp |
| Annual return | 12.40% | 16.95%-4.6pp | 9417.33%-9404.9pp | 34.25%-21.9pp |
| Employer contribution / active EE | $5,335 | $2,394+122.8% | $4,153+28.4% | $3,034+75.8% |
| Participant deferral / active EE | $4,794 | $3,123+53.5% | $4,168+15.0% | $5,087-5.8% |
| Admin fee / account holder | $124 | $167-25.5% | $7,715-98.4% | $269-53.7% |