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 ADVISORS6+ years Service code 27 · EIN 22-3564821 614 E. LANDIS AVE. · VINELAND, NJ 08360 | Advisory (Plan) | $12,485 |
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 | $18,859 | $72,277-73.9% | $101,248-81.4% | $79,858-76.4% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 3.76% | 22.30%-18.5pp | 46.47%-42.7pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,320 | $2,692-51.0% | $3,660-63.9% | $2,471-46.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $105 | $4,400-97.6% | $5,945-98.2% | $5,306-98.0% |