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 | $115,952 |
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 | $63,652 | $53,911+18.1% | $130,648-51.3% | $77,787-18.2% |
| Participation rate | 76.3% | 60.2%+16.1pp | 71.7%+4.6pp | 73.2%+3.1pp |
| Annual return | 20.35% | 21.93%-1.6pp | 1708.96%-1688.6pp | 32.57%-12.2pp |
| Employer contribution / active EE | $3,747 | $1,826+105.3% | $4,092-8.4% | $2,504+49.6% |
| Participant deferral / active EE | $3,158 | $2,288+38.0% | $3,603-12.3% | $3,967-20.4% |
| Admin fee / account holder | $56 | $129-56.8% | $5,464-99.0% | $100-44.4% |