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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 99 · EIN 23-1287636 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Fees | $0 |
Filed as: VOYA Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,685 | $42,548+12.1% | $74,550-36.0% | $56,287-15.3% |
| Participation rate | 78.5% | 60.5%+18.0pp | 69.1%+9.3pp | 69.9%+8.6pp |
| Annual return | -6.45% | 12.40%-18.9pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $973 | $855+13.8% | $1,961-50.4% | $2,111-53.9% |
| Participant deferral / active EE | $2,635 | $2,277+15.7% | $3,108-15.2% | $3,350-21.3% |
| Admin fee / account holder | $13 | $467-97.3% | $5,060-99.7% | $521-97.5% |