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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,343 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 71-0294708 | Other Services | $8,918 |
MAILLIE LLP1 year Service code 99 · EIN 23-1518888 | Other Fees | $8,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,435 | $86,929+50.0% | $102,423+27.3% | $80,856+61.3% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 11.81% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,591 | $2,369-32.8% | $3,023-47.4% | $2,755-42.2% |
| Participant deferral / active EE | $7,493 | $4,118+81.9% | $5,053+48.3% | $4,296+74.4% |
| Admin fee / account holder | $321 | $8,049-96.0% | $9,451-96.6% | $6,918-95.4% |