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 23-5986500 1000 WESTLAKES DRIVE SUITE 200 · BERWYN, PA 19312 | Advisory (Participants) | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 64 · EIN 23-2986500 1656 WEST MAIN STREET SUITE 100 · EPHRATA, PA 17522 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,781 | $136,307+18.0% | $177,821-9.6% | $73,488+118.8% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.6pp | 70.7%+26.6pp |
| Annual return | 9.51% | 18.68%-9.2pp | 48.32%-38.8pp | 28.51%-19.0pp |
| Employer contribution / active EE | $4,580 | $3,712+23.4% | $5,918-22.6% | $2,270+101.7% |
| Participant deferral / active EE | $4,162 | $5,829-28.6% | $7,714-46.1% | $3,740+11.3% |
| Admin fee / account holder | $98 | $596-83.6% | $12,427-99.2% | $513-80.9% |