Filed January 20, 2014
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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICE GROUP Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $38,805 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,290 | $55,415-38.1% | $155,509-78.0% | $74,495-54.0% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 11.32% | 268.50%-257.2pp | 64.67%-53.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,600 | $2,267+58.8% | $4,672-23.0% | $2,623+37.2% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $237 | $1,738-86.4% | $15,912-98.5% | $1,942-87.8% |