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 10-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 49 · EIN 23-2748550 130 S MAIN ST · MUNCY, PA 17756 | Other Services | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 99 · EIN 23-2748550 130 S MAIN ST · MUNCY, PA 17756 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,947 | $65,435+10.0% | $86,677-17.0% | $66,914+7.5% |
| Participation rate | 93.3% | 75.5%+17.8pp | 76.6%+16.7pp | 69.8%+23.5pp |
| Annual return | -18.08% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,455 | $2,153-32.4% | $2,836-48.7% | $2,544-42.8% |
| Participant deferral / active EE | $5,767 | $4,100+40.6% | $4,656+23.9% | $4,237+36.1% |
| Admin fee / account holder | $407 | $642-36.5% | $7,493-94.6% | $593-31.4% |