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 71-0294708 | Loan Processing | $73,762 |
Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $11,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,605 | $61,756+12.7% | $70,092-0.7% | $77,904-10.7% |
| Participation rate | 82.4% | 79.9%+2.5pp | 70.5%+11.9pp | 73.7%+8.7pp |
| Annual return | -14.41% | -11.86%-2.5pp | 190.73%-205.1pp | 12.21%-26.6pp |
| Employer contribution / active EE | $2,240 | $2,706-17.2% | $2,559-12.5% | $2,848-21.3% |
| Participant deferral / active EE | $4,910 | $3,977+23.5% | $3,849+27.6% | $4,806+2.2% |
| Admin fee / account holder | $21 | $101-79.3% | $6,267-99.7% | $133-84.2% |