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 | $8,648 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,027 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,536 | $80,968+47.6% | $96,544+23.8% | $75,163+59.0% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 15.47% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,098 | $2,282-8.0% | $2,965-29.2% | $2,670-21.4% |
| Participant deferral / active EE | $9,609 | $3,928+144.6% | $4,851+98.1% | $4,125+132.9% |
| Admin fee / account holder | $131 | $6,724-98.1% | $8,252-98.4% | $5,651-97.7% |