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 | $276,593 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $72,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,862 | $61,756-50.0% | $70,092-56.0% | $77,904-60.4% |
| Participation rate | 93.3% | 79.9%+13.4pp | 70.5%+22.8pp | 73.7%+19.6pp |
| Annual return | -15.63% | -11.86%-3.8pp | 190.73%-206.4pp | 12.21%-27.8pp |
| Employer contribution / active EE | $4,189 | $2,706+54.8% | $2,559+63.7% | $2,848+47.1% |
| Participant deferral / active EE | $4,331 | $3,977+8.9% | $3,849+12.5% | $4,806-9.9% |
| Admin fee / account holder | $162 | $101+59.6% | $6,267-97.4% | $133+22.0% |