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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 04-3516284 | Advisory (Participants) | $6,476 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,003 | $68,413+224.5% | $123,104+80.3% | $55,191+302.2% |
| Participation rate | 98.6% | 84.5%+14.0pp | 86.8%+11.8pp | 69.2%+29.4pp |
| Annual return | -0.63% | 6.30%-6.9pp | 13.22%-13.8pp | 10.78%-11.4pp |
| Employer contribution / active EE | $8,370 | $3,050+174.4% | $5,151+62.5% | $1,899+340.8% |
| Participant deferral / active EE | $9,713 | $4,490+116.3% | $6,230+55.9% | $3,046+218.8% |
| Admin fee / account holder | $23 | $88-73.8% | $9,015-99.7% | $91-74.7% |