Filed October 18, 2004
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 |
|---|---|---|
IFA BENEFITS, LLC3 years Filed as: IFA BENFITS Service code 33 1000 GERMANTOWN PIKE C1 · PLYMOUTH MEETING, PA 19462 | Securities brokerage | $219,899 |
BRINKER CAPITAL11+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $194,113 |
ADVISORTRUST11+ years Service code 25 · EIN 46-4091337 | Directed Trustee | $183,312 |
PROFESSIONAL CAPITAL SERVICES, LLC11+ years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $90,150 |
Employer contribution per participant 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 | $140,292 | $160,882-12.8% | $200,582-30.1% | $102,872+36.4% |
| Participation rate | 89.6% | 91.2%-1.6pp | 86.9%+2.7pp | 73.0%+16.6pp |
| Annual return | 16.41% | 18.15%-1.7pp | 42.33%-25.9pp | 19.06%-2.6pp |
| Employer contribution / active EE | $865 | $5,602-84.6% | $6,419-86.5% | $3,526-75.5% |
| Participant deferral / active EE | $14,301 | $9,300+53.8% | $9,331+53.3% | $5,535+158.4% |
| Admin fee / account holder | $186 | $125+49.1% | $16,305-98.9% | $292-36.3% |