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 | $20,661 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,750-100.0% | $103,464-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | -93.13% | 25.43%-118.6pp | 23.91%-117.0pp | 561.95%-655.1pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $4,677-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,410-100.0% | $13,398-100.0% |