Filed April 5, 2021 (most recent of 5 filings on file)
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 SVCS LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $2,917,863 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,055 | $140,769+89.7% | $100,534+165.6% | $140,769+89.7% |
| Participation rate | 97.4% | 74.2%+23.3pp | 80.6%+16.8pp | 74.2%+23.3pp |
| Annual return | 16.10% | 16.82%-0.7pp | 32.66%-16.6pp | 16.82%-0.7pp |
| Employer contribution / active EE | $6,421 | $3,906+64.4% | $4,346+47.7% | $3,906+64.4% |
| Participant deferral / active EE | $10,786 | $6,717+60.6% | $6,144+75.6% | $6,717+60.6% |
| Admin fee / account holder | $158 | $229-30.9% | $7,654-97.9% | $229-30.9% |