Filed June 28, 2006
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 4-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 | $11,675 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,604 | $111,651-78.0% | $86,874-71.7% | $101,517-75.8% |
| Participation rate | 93.2% | 83.2%+10.0pp | 71.6%+21.6pp | 74.6%+18.7pp |
| Annual return | 0.00% | 19.55%-19.5pp | 63.52%-63.5pp | 21.00%-21.0pp |
| Employer contribution / active EE | $5,548 | $3,410+62.7% | $2,495+122.3% | $2,973+86.6% |
| Participant deferral / active EE | $2,933 | $4,831-39.3% | $3,699-20.7% | $4,873-39.8% |
| Admin fee / account holder | $28 | $79-65.1% | $5,828-99.5% | $139-80.2% |