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: PRIVATE ADVISOR GROUP, LLC Service code 99 | Other Fees | $25,041 |
MORNINGSTAR5 years Service code 26 · EIN 36-3298908 P.O. BOX 990063 · HARTFORD, CT 06199 | Advisory (Participants) | $116 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $116 |
Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 4800 LINGLESTOWN ROAD, SUITE 304 · HARRISBURG, PA 17112 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,290 | $77,660-31.4% | $109,143-51.2% | $79,386-32.9% |
| Participation rate | 75.9% | 67.8%+8.1pp | 75.9%0pp | 70.7%+5.2pp |
| Annual return | 10.63% | 23.44%-12.8pp | 25.75%-15.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $6,680 | $2,797+138.8% | $3,722+79.5% | $2,427+175.2% |
| Participant deferral / active EE | $1,516 | $3,518-56.9% | $4,653-67.4% | $4,046-62.5% |
| Admin fee / account holder | $72 | $732-90.1% | $6,752-98.9% | $626-88.5% |