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 | $168,601 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $51,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,852 | $57,570+54.3% | $121,098-26.6% | $80,160+10.8% |
| Participation rate | 94.1% | 58.8%+35.2pp | 69.5%+24.6pp | 72.9%+21.1pp |
| Annual return | 16.61% | 20.42%-3.8pp | 985.75%-969.1pp | 40.38%-23.8pp |
| Employer contribution / active EE | $5,265 | $2,119+148.5% | $4,164+26.5% | $2,978+76.8% |
| Participant deferral / active EE | $4,791 | $3,092+55.0% | $4,080+17.4% | $5,017-4.5% |
| Admin fee / account holder | $105 | $121-13.2% | $5,644-98.1% | $145-27.5% |