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 | $156,098 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $27,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,479 | $52,525+45.6% | $117,472-34.9% | $77,904-1.8% |
| Participation rate | 97.9% | 61.6%+36.4pp | 70.6%+27.3pp | 73.7%+24.2pp |
| Annual return | -14.66% | -13.76%-0.9pp | 29.74%-44.4pp | 12.21%-26.9pp |
| Employer contribution / active EE | $4,974 | $2,166+129.7% | $4,176+19.1% | $2,848+74.7% |
| Participant deferral / active EE | $4,614 | $3,087+49.4% | $4,070+13.3% | $4,806-4.0% |
| Admin fee / account holder | $88 | $99-10.9% | $5,645-98.4% | $133-33.3% |