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 8-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 49 · EIN 71-0294708 | Other Services | $8,693 |
MAILLIE LLP2 years Service code 99 · EIN 23-1518888 | Other Fees | $8,600 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,355 |
Filed as: PRIME PENSIONS Service code 99 · EIN 46-1224594 | Other Fees | $5,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,321 | $95,803+69.4% | $113,168+43.4% | $84,808+91.4% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 14.07% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,527 | $2,360-35.3% | $2,975-48.7% | $2,631-42.0% |
| Participant deferral / active EE | $7,447 | $4,242+75.6% | $5,107+45.8% | $4,212+76.8% |
| Admin fee / account holder | $316 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |