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, IN Service code 15 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Recordkeeping | $16,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,236 | $55,453-72.5% | $170,442-91.1% | $62,292-75.5% |
| Participation rate | 50.7% | 66.4%-15.6pp | 83.6%-32.9pp | 69.5%-18.8pp |
| Annual return | 24.15% | 21.38%+2.8pp | 205.93%-181.8pp | 28.90%-4.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $854 | $2,303-62.9% | $4,939-82.7% | $3,169-73.0% |
| Admin fee / account holder | $142 | $455-68.8% | $13,880-99.0% | $479-70.4% |