Filed March 26, 2001 (most recent of 3 filings on file)
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 64 · EIN 04-3516284 | Recordkeeping Fees | $398,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,323 | $82,683+142.3% | $133,980+49.5% | $65,292+206.8% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.1%+10.8pp | 72.4%+25.4pp |
| Annual return | 10.04% | 9.63%+0.4pp | 29.30%-19.3pp | 11.84%-1.8pp |
| Employer contribution / active EE | $9,311 | $3,583+159.8% | $5,211+78.7% | $2,302+304.5% |
| Participant deferral / active EE | $10,797 | $5,190+108.0% | $6,282+71.9% | $3,579+201.7% |
| Admin fee / account holder | $59 | $66-9.7% | $9,324-99.4% | $57+3.4% |