Filed February 5, 2016 (most recent of 2 filings on file)
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 7-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 99 · EIN 24-0858362 | Other Fees | $8,285 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,962 | $59,584+47.6% | $86,874+1.3% | $79,386+10.8% |
| Participation rate | 86.1% | 67.7%+18.4pp | 71.6%+14.4pp | 70.7%+15.4pp |
| Annual return | 11.94% | 23.15%-11.2pp | 63.52%-51.6pp | 116.85%-104.9pp |
| Employer contribution / active EE | $1,835 | $1,768+3.8% | $2,495-26.5% | $2,427-24.4% |
| Participant deferral / active EE | $3,703 | $3,036+22.0% | $3,699+0.1% | $4,046-8.5% |
| Admin fee / account holder | $68 | $604-88.8% | $5,828-98.8% | $626-89.2% |