Filed May 29, 2020 (most recent of 2 filings on file)
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 6-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 LL Service code 37 · EIN 04-3516284 | Loan Processing | $16,703 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,576 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,410 | $72,066-52.3% | $81,930-58.0% | $90,288-61.9% |
| Participation rate | 95.1% | 78.9%+16.2pp | 72.0%+23.1pp | 73.4%+21.7pp |
| Annual return | 0.00% | 15.92%-15.9pp | 29.49%-29.5pp | 53.97%-54.0pp |
| Employer contribution / active EE | $1,893 | $2,335-18.9% | $4,310-56.1% | $2,524-25.0% |
| Participant deferral / active EE | $3,970 | $3,557+11.6% | $7,107-44.1% | $4,232-6.2% |
| Admin fee / account holder | $11 | $92-88.6% | $5,158-99.8% | $114-90.8% |