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 |
|---|---|---|
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 99 · EIN 23-2748550 | Other Fees | $0 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2748550 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,356 | $78,485-39.7% | $106,213-55.4% | $74,495-36.4% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.8pp |
| Annual return | 11.17% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $708 | $2,523-71.9% | $3,171-77.7% | $2,623-73.0% |
| Participant deferral / active EE | $4,909 | $4,322+13.6% | $5,016-2.1% | $4,346+13.0% |
| Admin fee / account holder | $267 | $2,232-88.0% | $11,033-97.6% | $1,942-86.2% |