See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT, IN Service code 15 · EIN 23-2986500 1 COMMUNITY LANE · EPHRATA, PA 17522 | Recordkeeping | $12,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,966 | $47,977-62.6% | $154,107-88.3% | $56,287-68.1% |
| Participation rate | 50.4% | 66.2%-15.8pp | 83.0%-32.7pp | 69.9%-19.5pp |
| Annual return | -5.27% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $925 | $2,392-61.3% | $5,081-81.8% | $3,350-72.4% |
| Admin fee / account holder | $161 | $438-63.3% | $13,411-98.8% | $521-69.1% |