Filed November 4, 2016
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 9-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 | $212,183 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,385 | $53,136+56.9% | $155,509-46.4% | $199,593-58.2% |
| Participation rate | 32.7% | 64.1%-31.4pp | 78.2%-45.5pp | 72.0%-39.3pp |
| Annual return | 11.20% | 41.15%-29.9pp | 64.67%-53.5pp | 34.25%-23.1pp |
| Employer contribution / active EE | $440 | $1,851-76.2% | $4,672-90.6% | $3,034-85.5% |
| Participant deferral / active EE | $1,910 | $3,161-39.6% | $5,626-66.1% | $5,087-62.5% |
| Admin fee / account holder | $74 | $185-60.1% | $15,912-99.5% | $269-72.5% |