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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,119 | $102,553+53.2% | $151,611+3.6% | $66,914+134.8% |
| Participation rate | 93.1% | 85.5%+7.6pp | 87.5%+5.6pp | 69.8%+23.3pp |
| Annual return | -8.30% | -10.82%+2.5pp | 3.33%-11.6pp | 1.58%-9.9pp |
| Employer contribution / active EE | $4,665 | $4,180+11.6% | $6,166-24.3% | $2,544+83.3% |
| Participant deferral / active EE | $4,872 | $6,641-26.6% | $8,363-41.7% | $4,237+15.0% |
| Admin fee / account holder | $142 | $630-77.5% | $11,616-98.8% | $593-76.1% |