Filed April 27, 2007 (most recent of 2 filings on file)
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 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 ADVISORS LLC Service code 16 · EIN 02-0488491 | Consulting | $379,674 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 04-3516284 | Advisory (Plan) | $324,698 |
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 | $175,687 | $88,730+98.0% | $82,313+113.4% | $77,958+125.4% |
| Participation rate | 99.3% | 84.5%+14.8pp | 76.9%+22.4pp | 71.6%+27.7pp |
| Annual return | 16.03% | 20.88%-4.9pp | 25.88%-9.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $10,119 | $2,758+266.9% | $2,428+316.7% | $2,310+338.0% |
| Participant deferral / active EE | $11,935 | $4,634+157.5% | $3,706+222.0% | $3,537+237.5% |
| Admin fee / account holder | $190 | $74+157.1% | $5,608-96.6% | $97+95.3% |