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 | $13,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,787 | $72,254+79.6% | $86,677+49.7% | $64,808+100.3% |
| Participation rate | 96.6% | 80.4%+16.2pp | 76.6%+20.0pp | 71.5%+25.1pp |
| Annual return | -15.23% | 392.42%-407.7pp | 35.91%-51.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $7,860 | $2,393+228.5% | $2,836+177.1% | $2,506+213.7% |
| Participant deferral / active EE | $9,080 | $4,658+94.9% | $4,656+95.0% | $4,310+110.7% |
| Admin fee / account holder | $11 | $174-93.5% | $7,493-99.8% | $188-94.0% |