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 64 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Recordkeeping Fees | $31,616 |
Service code 26 · EIN 23-2748550 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $26,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,939 | $63,114+28.2% | $92,893-12.9% | $65,185+24.2% |
| Participation rate | 88.5% | 68.8%+19.8pp | 76.0%+12.5pp | 70.2%+18.3pp |
| Annual return | 22.24% | 28.75%-6.5pp | 109.41%-87.2pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,259 | $3,108+37.0% | $4,236+0.5% | $3,514+21.2% |
| Admin fee / account holder | $420 | $624-32.7% | $5,794-92.8% | $847-50.5% |