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 ADVISORS9+ years Service code 27 · EIN 22-3564821 614 E. LANDIS AVE. · VINELAND, NJ 08360 | Advisory (Plan) | $7,067 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,626 | $73,933-81.6% | $96,683-85.9% | $75,163-81.9% |
| Participation rate | 97.2% | 66.4%+30.8pp | 74.3%+22.9pp | 67.2%+30.0pp |
| Annual return | 4.37% | 26.70%-22.3pp | 35.69%-31.3pp | 160.62%-156.2pp |
| Employer contribution / active EE | $3,279 | $2,928+12.0% | $3,737-12.3% | $2,670+22.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $58 | $5,216-98.9% | $6,730-99.1% | $5,651-99.0% |