See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 99 · EIN 23-2986500 | Other Fees | $7,031 |
Filed as: VOYA LIFE INSURANCE & ANNUITY CO. Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,112 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,617 | $58,879-54.8% | $178,490-85.1% | $73,488-63.8% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 10.91% | 24.86%-13.9pp | 151.07%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,458 | $2,236-34.8% | $5,011-70.9% | $2,270-35.8% |
| Participant deferral / active EE | $754 | $2,567-70.6% | $5,202-85.5% | $3,740-79.8% |
| Admin fee / account holder | $51 | $400-87.3% | $13,984-99.6% | $513-90.1% |