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 | $30,772 |
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 | $85,407 | $53,901+58.5% | $134,143-36.3% | $73,488+16.2% |
| Participation rate | 94.0% | 62.8%+31.2pp | 72.2%+21.9pp | 70.7%+23.4pp |
| Annual return | 14.93% | 15.82%-0.9pp | 36.33%-21.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,589 | $2,739+140.6% | $3,499+88.3% | $3,740+76.2% |
| Admin fee / account holder | $91 | $581-84.4% | $6,684-98.6% | $513-82.3% |