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 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $72,258 | $66,457+8.7% | $81,382-11.2% | $77,643-6.9% |
| Participation rate | 73.1% | 68.7%+4.3pp | 69.5%+3.6pp | 70.6%+2.5pp |
| Annual return | 12.50% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,880 | $2,159-12.9% | $2,463-23.6% | $2,726-31.0% |
| Participant deferral / active EE | $3,805 | $3,679+3.4% | $3,883-2.0% | $4,647-18.1% |
| Admin fee / account holder | $39 | $583-93.3% | $5,768-99.3% | $430-91.0% |