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 23-2748550 | 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 | $72,329 | $69,823+3.6% | $77,163-6.3% | $74,419-2.8% |
| Participation rate | 82.8% | 70.0%+12.8pp | 69.6%+13.2pp | 70.7%+12.1pp |
| Annual return | 15.17% | 19.98%-4.8pp | 37.87%-22.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,963 | $2,150-8.7% | $2,535-22.6% | $2,637-25.6% |
| Participant deferral / active EE | $3,943 | $3,558+10.8% | $3,833+2.9% | $4,528-12.9% |
| Admin fee / account holder | $43 | $398-89.1% | $5,472-99.2% | $348-87.6% |