Filed September 21, 1999
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 37 · EIN 02-0488491 | Loan Processing | $24,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,045 | $54,890+3.9% | $63,517-10.2% | $59,188-3.6% |
| Participation rate | 65.9% | 75.6%-9.7pp | 71.0%-5.2pp | 69.4%-3.6pp |
| Annual return | 0.07% | 4.56%-4.5pp | -70.30%+70.4pp | 5.51%-5.4pp |
| Employer contribution / active EE | $1,337 | $1,831-27.0% | $2,322-42.4% | $2,098-36.3% |
| Participant deferral / active EE | $3,149 | $2,803+12.4% | $2,953+6.6% | $3,265-3.5% |
| Admin fee / account holder | $7 | $66-89.8% | $5,892-99.9% | $92-92.7% |