Filed February 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 27 100 PINEWOOD LN. · WARRENDALE, PA 15086 | Advisory (Plan) | $68,972 |
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $22,721 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,080 | $79,171+85.8% | $102,423+43.6% | $74,495+97.4% |
| Participation rate | 79.1% | 74.8%+4.3pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 14.93% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,742 | $2,362+16.1% | $3,023-9.3% | $2,623+4.5% |
| Participant deferral / active EE | $4,588 | $4,415+3.9% | $5,053-9.2% | $4,346+5.6% |
| Admin fee / account holder | $466 | $2,001-76.7% | $9,451-95.1% | $1,942-76.0% |