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 | $16,875 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,118 | $99,078+40.4% | $96,544+44.1% | $74,419+86.9% |
| Participation rate | 97.8% | 80.7%+17.2pp | 76.0%+21.9pp | 70.7%+27.1pp |
| Annual return | 16.19% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,903 | $2,570+207.5% | $2,965+166.6% | $2,637+199.7% |
| Participant deferral / active EE | $9,256 | $4,933+87.6% | $4,851+90.8% | $4,528+104.4% |
| Admin fee / account holder | $14 | $225-93.9% | $8,252-99.8% | $348-96.1% |