Filed January 19, 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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,198 |
Filed as: ATLANTIC PENSION SERVICES, INC Service code 15 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Recordkeeping | $708 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,062 | $93,571-48.6% | $135,903-64.6% | $75,163-36.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 11.88% | 30.90%-19.0pp | 68.23%-56.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,834 | $3,537+8.4% | $4,856-21.0% | $2,670+43.6% |
| Participant deferral / active EE | $5,673 | $6,404-11.4% | $7,758-26.9% | $4,125+37.5% |
| Admin fee / account holder | $51 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |