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 |
|---|---|---|
KLATZKIN & COMPANY LLP1+ years Service code 10 · EIN 21-0650289 1670 WHITEHORSE HAMILTON SQ RD · HAMILTON, NJ 08650 | Accounting | $31,280 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 26 · EIN 23-2748550 1 COMMUNITY LANE · EPHRATA, PA 17522 | Advisory (Participants) | $2,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,330 | $50,464+11.6% | $75,781-25.7% | $52,331+7.6% |
| Participation rate | 87.8% | 66.8%+21.1pp | 75.8%+12.0pp | 68.1%+19.7pp |
| Annual return | -0.50% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $824 | $1,988-58.5% | $3,323-75.2% | $1,882-56.2% |
| Participant deferral / active EE | $3,589 | $2,570+39.6% | $3,651-1.7% | $3,022+18.8% |
| Admin fee / account holder | $365 | $1,103-66.9% | $5,299-93.1% | $592-38.2% |