Filed June 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PBGC PREMIUM7+ years Filed as: PBGC Service code 23 · EIN 23-0691815 | Insurance services | $142,680 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 11 · EIN 23-2140960 | Actuarial | $66,000 |
SEI INVESTMENTS7+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $56,242 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 600 HAMILTON STREET · ALLENTOWN, PA 18101 | Advisory (Plan) | $25,943 |
TORRILLO & ASSOCIATES, LLC4 years Filed as: BOYER & RITTER Service code 10 · EIN 23-1311005 211 HOUSE AVENUE · CAMP HILL, PA 17011 | Accounting | $11,750 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,274-100.0% | $291,448-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 29.3%-29.3pp | 28.6%-28.6pp | 8.4%-8.4pp |
| Annual return | 10.50% | 5.68%+4.8pp | 6.39%+4.1pp | 18.34%-7.8pp |
| Employer contribution / active EE | $7,904 | $7,755+1.9% | $30,371-74.0% | $14,665-46.1% |
| Participant deferral / active EE | $0 | $49-100.0% | $24-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,125-100.0% | $7,637-100.0% | $9,141-100.0% |