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 |
|---|---|---|
Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 24-2858362 | Other Services | $0 |
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 | $66,232 | $50,199+31.9% | $70,092-5.5% | $66,914-1.0% |
| Participation rate | 88.8% | 66.3%+22.5pp | 70.5%+18.4pp | 69.8%+19.0pp |
| Annual return | -16.39% | -13.85%-2.5pp | 190.73%-207.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,928 | $1,864+3.5% | $2,559-24.6% | $2,544-24.2% |
| Participant deferral / active EE | $3,820 | $3,112+22.8% | $3,849-0.7% | $4,237-9.8% |
| Admin fee / account holder | $44 | $600-92.6% | $6,267-99.3% | $593-92.5% |