Filed March 15, 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 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: LOGAN CAPITAL MANAGEMENT Service code 26 · EIN 23-2744570 | Advisory (Participants) | $10,384 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $321,714 | $52,953+507.5% | $172,739+86.2% | $65,185+393.5% |
| Participation rate | 89.4% | 66.2%+23.2pp | 82.6%+6.8pp | 70.2%+19.2pp |
| Annual return | 22.85% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $9,428 | $2,190+330.6% | $5,143+83.3% | $2,177+333.1% |
| Participant deferral / active EE | $7,466 | $2,471+202.2% | $5,198+43.6% | $3,514+112.5% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |