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 | $164,286 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $22,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,218 | $62,943+52.9% | $142,863-32.7% | $93,030+3.4% |
| Participation rate | 98.0% | 63.3%+34.6pp | 71.9%+26.0pp | 73.9%+24.1pp |
| Annual return | 12.86% | 16.28%-3.4pp | 5637.54%-5624.7pp | 158.70%-145.8pp |
| Employer contribution / active EE | $5,003 | $1,374+264.2% | $4,144+20.7% | $2,706+84.9% |
| Participant deferral / active EE | $4,454 | $2,841+56.8% | $3,837+16.1% | $4,562-2.4% |
| Admin fee / account holder | $99 | $103-3.7% | $6,560-98.5% | $152-34.8% |