Filed February 27, 2015
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 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,090 | $71,516-37.0% | $98,439-54.2% | $71,457-36.9% |
| Participation rate | 97.0% | 72.7%+24.3pp | 75.2%+21.8pp | 67.9%+29.0pp |
| Annual return | 16.37% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $652 | $2,399-72.8% | $3,048-78.6% | $2,588-74.8% |
| Participant deferral / active EE | $3,985 | $4,109-3.0% | $4,738-15.9% | $4,289-7.1% |
| Admin fee / account holder | $223 | $1,675-86.7% | $8,948-97.5% | $1,587-85.9% |