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 CONSULTANTS11+ 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 |
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 | $57,599 | $84,556-31.9% | $116,228-50.4% | $74,304-22.5% |
| Participation rate | 98.1% | 66.0%+32.1pp | 74.6%+23.6pp | 60.3%+37.8pp |
| Annual return | 15.50% | 18.35%-2.9pp | 90.06%-74.6pp | 29.43%-13.9pp |
| Employer contribution / active EE | $803 | $2,168-63.0% | $2,994-73.2% | $2,241-64.2% |
| Participant deferral / active EE | $5,859 | $3,814+53.6% | $4,953+18.3% | $3,767+55.5% |
| Admin fee / account holder | $268 | $3,792-92.9% | $11,989-97.8% | $2,969-91.0% |