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 | $37,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,965 | $61,052+63.7% | $142,863-30.0% | $79,386+25.9% |
| Participation rate | 89.4% | 60.1%+29.3pp | 71.9%+17.4pp | 70.7%+18.7pp |
| Annual return | 13.90% | 16.02%-2.1pp | 5637.54%-5623.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,367 | $2,879+121.1% | $3,837+65.9% | $4,046+57.4% |
| Admin fee / account holder | $123 | $659-81.4% | $6,560-98.1% | $626-80.4% |