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: VALLEY FORGE PENSION MANAGEMENT Service code 13 · EIN 23-2986500 1000 WEST LAKES DRIVE · BERWYN, PA 19312 | Contract Administrator | $5,296 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 25-1612331 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,939 |
MORNINGSTAR1 year Service code 99 · EIN 36-3297908 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $168 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 · EIN 95-3845382 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,749 | $52,953-79.7% | $172,739-93.8% | $65,185-83.5% |
| Participation rate | 80.4% | 66.2%+14.2pp | 82.6%-2.3pp | 70.2%+10.2pp |
| Annual return | 18.57% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $328 | $2,190-85.0% | $5,143-93.6% | $2,177-84.9% |
| Participant deferral / active EE | $1,284 | $2,471-48.0% | $5,198-75.3% | $3,514-63.5% |
| Admin fee / account holder | $66 | $472-86.1% | $13,954-99.5% | $847-92.2% |