Filed August 16, 1996
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 99 · EIN 02-0488491 | Other Fees | $25,531 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 99 | Other Fees | $9,982 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,962 | $74,024-20.3% | $77,999-24.4% | $57,658+2.3% |
| Participation rate | 97.8% | 79.7%+18.0pp | 75.5%+22.3pp | 70.2%+27.6pp |
| Annual return | 8.01% | 12.14%-4.1pp | 425.96%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,205 | $2,365-6.8% | $2,470-10.7% | $1,974+11.7% |
| Participant deferral / active EE | $3,374 | $3,533-4.5% | $3,497-3.5% | $3,061+10.3% |
| Admin fee / account holder | $16 | $93-83.1% | $5,480-99.7% | $95-83.3% |