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 ADVISORY Service code 26 30 LIBERTY BOULEVARD, SUITE 200 · MALVERN, PA 19355 | Advisory (Participants) | $24,713 |
PENSERV PLAN SERVICES, INC.4 years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $13,552 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,116 | $65,557+43.6% | $64,056+46.9% | $71,457+31.7% |
| Participation rate | 90.1% | 73.2%+16.9pp | 72.3%+17.8pp | 67.9%+22.2pp |
| Annual return | 9.22% | 18.94%-9.7pp | 33.69%-24.5pp | 28.85%-19.6pp |
| Employer contribution / active EE | $2,442 | $2,669-8.5% | $2,747-11.1% | $2,588-5.6% |
| Participant deferral / active EE | $4,110 | $3,626+13.4% | $3,880+5.9% | $4,289-4.2% |
| Admin fee / account holder | $194 | $616-68.5% | $3,068-93.7% | $1,587-87.8% |