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 | $130,238 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,641 |
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 | $79,793 | $53,932+48.0% | $134,143-40.5% | $90,288-11.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 72.2%+27.8pp | 73.4%+26.6pp |
| Annual return | 14.25% | 23.16%-8.9pp | 36.33%-22.1pp | 53.97%-39.7pp |
| Employer contribution / active EE | $4,474 | $1,611+177.7% | $3,704+20.8% | $2,524+77.2% |
| Participant deferral / active EE | $4,256 | $2,432+75.0% | $3,499+21.6% | $4,232+0.6% |
| Admin fee / account holder | $70 | $104-32.0% | $6,684-98.9% | $114-38.3% |