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 | $11,850 |
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 | $84,307 | $72,066+17.0% | $81,930+2.9% | $90,288-6.6% |
| Participation rate | 82.0% | 78.9%+3.1pp | 72.0%+10.0pp | 73.4%+8.7pp |
| Annual return | 11.73% | 15.92%-4.2pp | 29.49%-17.8pp | 53.97%-42.2pp |
| Employer contribution / active EE | $2,265 | $2,335-3.0% | $4,310-47.5% | $2,524-10.3% |
| Participant deferral / active EE | $5,008 | $3,557+40.8% | $7,107-29.5% | $4,232+18.3% |
| Admin fee / account holder | $3 | $92-96.7% | $5,158-99.9% | $114-97.3% |