Filed December 30, 2010 (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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $19,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,098 | $88,890+94.7% | $102,423+69.0% | $77,643+122.9% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+28.0pp |
| Annual return | 13.34% | 24.98%-11.6pp | 29.32%-16.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $8,725 | $2,698+223.4% | $3,023+188.6% | $2,726+220.1% |
| Participant deferral / active EE | $10,656 | $5,145+107.1% | $5,053+110.9% | $4,647+129.3% |
| Admin fee / account holder | $18 | $235-92.3% | $9,451-99.8% | $430-95.8% |