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 |
|---|---|---|
Service code 26 · EIN 23-2748550 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $18,381 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Recordkeeping Fees | $8,653 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,450 | $55,449+30.7% | $83,848-13.6% | $56,287+28.7% |
| Participation rate | 80.0% | 68.0%+12.0pp | 76.1%+3.9pp | 69.9%+10.1pp |
| Annual return | -5.92% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,784 | $2,935+28.9% | $4,082-7.3% | $3,350+13.0% |
| Admin fee / account holder | $194 | $656-70.4% | $5,478-96.4% | $521-62.7% |