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 | $33,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,386 | $48,335+116.0% | $121,098-13.8% | $71,457+46.1% |
| Participation rate | 93.2% | 54.3%+38.9pp | 69.5%+23.7pp | 67.9%+25.3pp |
| Annual return | 17.38% | 23.32%-5.9pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,726 | $2,754+180.6% | $4,080+89.4% | $4,289+80.2% |
| Admin fee / account holder | $128 | $1,841-93.1% | $5,644-97.7% | $1,587-92.0% |