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, L Service code 37 · EIN 04-3516284 | Loan Processing | $19,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,771 | $88,890-38.4% | $102,423-46.5% | $77,643-29.5% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 11.33% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,318 | $2,698-51.2% | $3,023-56.4% | $2,726-51.7% |
| Participant deferral / active EE | $4,069 | $5,145-20.9% | $5,053-19.5% | $4,647-12.4% |
| Admin fee / account holder | $17 | $235-92.9% | $9,451-99.8% | $430-96.1% |