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 | $21,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,513 | $77,197+13.4% | $86,874+0.7% | $93,030-5.9% |
| Participation rate | 81.8% | 78.2%+3.6pp | 71.6%+10.1pp | 73.9%+7.9pp |
| Annual return | 12.44% | 16.31%-3.9pp | 63.52%-51.1pp | 158.70%-146.3pp |
| Employer contribution / active EE | $2,192 | $2,514-12.8% | $2,495-12.2% | $2,706-19.0% |
| Participant deferral / active EE | $4,685 | $3,831+22.3% | $3,699+26.7% | $4,562+2.7% |
| Admin fee / account holder | $5 | $105-95.0% | $5,828-99.9% | $152-96.6% |