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 LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $235 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 29 · EIN 23-1287636 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Legal | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,296 | $42,546-5.3% | $71,796-43.9% | $55,167-27.0% |
| Participation rate | 74.8% | 59.1%+15.7pp | 69.1%+5.7pp | 69.0%+5.8pp |
| Annual return | 6.63% | 12.36%-5.7pp | 78.04%-71.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $838 | $803+4.3% | $1,924-56.5% | $1,963-57.3% |
| Participant deferral / active EE | $2,231 | $2,064+8.1% | $2,794-20.2% | $3,054-26.9% |
| Admin fee / account holder | $56 | $650-91.3% | $4,815-98.8% | $504-88.8% |