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 | $37,739 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $6,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,403 | $52,406+139.3% | $129,207-2.9% | $74,495+68.3% |
| Participation rate | 92.3% | 53.8%+38.5pp | 69.6%+22.6pp | 67.2%+25.1pp |
| Annual return | 14.01% | 15.66%-1.6pp | 9417.33%-9403.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,195 | $2,794+193.3% | $4,168+96.6% | $4,346+88.6% |
| Admin fee / account holder | $158 | $2,633-94.0% | $7,715-97.9% | $1,942-91.8% |