Filed January 18, 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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT GROUP Service code 26 30 LIBERTY BLVD., SUITE 200 · MALVERN, PA 19355 | Advisory (Participants) | $19,309 |
PENSERV PLAN SERVICES, INC.3 years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $8,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,802 | $60,989+48.9% | $60,874+49.2% | $66,914+35.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 73.1%+11.4pp | 69.8%+14.8pp |
| Annual return | -10.91% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $2,270 | $2,661-14.7% | $2,701-16.0% | $2,544-10.8% |
| Participant deferral / active EE | $4,191 | $3,615+15.9% | $3,817+9.8% | $4,237-1.1% |
| Admin fee / account holder | $149 | $338-56.1% | $3,224-95.4% | $593-74.9% |