Filed April 22, 1996
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 |
|---|---|---|
CUMBERLAND ADVISORS5+ years Service code 27 · EIN 22-3564821 614 E. LANDIS AVE · VINELAND, NJ 08360 | Advisory (Plan) | $12,711 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,173 | $65,365-72.2% | $92,893-80.4% | $72,985-75.1% |
| Participation rate | 93.2% | 68.3%+24.9pp | 76.0%+17.2pp | 69.5%+23.7pp |
| Annual return | 4.68% | 42.10%-37.4pp | 109.41%-104.7pp | 81.00%-76.3pp |
| Employer contribution / active EE | $1,708 | $2,594-34.2% | $3,653-53.2% | $2,440-30.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $90 | $4,251-97.9% | $5,794-98.4% | $5,124-98.2% |