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 | $32,896 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,327 | $45,602+89.3% | $117,472-26.5% | $66,914+29.0% |
| Participation rate | 93.8% | 57.6%+36.1pp | 70.6%+23.2pp | 69.8%+23.9pp |
| Annual return | -16.44% | -16.74%+0.3pp | 29.74%-46.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,147 | $2,845+151.2% | $4,070+75.6% | $4,237+68.7% |
| Admin fee / account holder | $117 | $661-82.3% | $5,645-97.9% | $593-80.3% |