Filed January 31, 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 8-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 |
|---|---|---|
NATIONAL PENN INVESTORS1+ years Service code 27 · EIN 23-2767832 | Advisory (Plan) | $128,240 |
CSB ASSOCIATES1+ years Filed as: CSB ASSOCIATES, INC. Service code 11 · EIN 46-0515009 | Actuarial | $23,500 |
EVEREN SECURITIES INC1+ years Filed as: EVEREN CAPITAL CORPORATION Service code 27 · EIN 36-4019175 | Advisory (Plan) | $15,058 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $6,950 |
See 1 actuary disclosure. $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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | -1.88% | 4.69%-6.6pp | 5.44%-7.3pp | 4.56%-6.4pp |
| Employer contribution / active EE | $6,818 | $15,631-56.4% | $25,481-73.2% | $15,526-56.1% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |