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 | $100,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,055 | $50,127+59.7% | $149,673-46.5% | $80,160-0.1% |
| Participation rate | 62.1% | 64.3%-2.2pp | 78.8%-16.6pp | 72.9%-10.8pp |
| Annual return | 16.53% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $2,390 | $1,865+28.2% | $4,818-50.4% | $2,978-19.7% |
| Participant deferral / active EE | $4,810 | $3,194+50.6% | $5,680-15.3% | $5,017-4.1% |
| Admin fee / account holder | $60 | $153-60.5% | $13,210-99.5% | $145-58.4% |