Filed November 13, 2012
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,492 |
JANNEY MONTGOMERY SCOTT LLC4+ years Service code 49 · EIN 23-0731260 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Services | $19,381 |
Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $10,050 |
Filed as: MARKLEY ACUTARIAL SERVICES, INC. Service code 13 | Contract Administrator | $6,390 |
Filed as: LEAFHOUSE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 13 26-28 W KING STREET STE 202 · LANCASTER, PA 17601 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,155 | $47,977-41.3% | $154,107-81.7% | $56,287-50.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.18% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,005 | $2,169-7.5% | $5,298-62.2% | $2,111-5.0% |
| Participant deferral / active EE | $2,556 | $2,392+6.9% | $5,081-49.7% | $3,350-23.7% |
| Admin fee / account holder | $224 | $438-48.9% | $13,411-98.3% | $521-57.0% |