Filed December 18, 2018 (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 |
|---|---|---|
THE SWARTHMORE GROUP2+ years Filed as: SWARTHMORE COLLEGE Service code 14 · EIN 23-1352683 | Plan Administrator | $92,382 |
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 | $148,846 | $85,199+74.7% | $57,179+160.3% | $63,975+132.7% |
| Participation rate | 95.7% | 74.0%+21.7pp | 75.3%+20.4pp | 71.1%+24.6pp |
| Annual return | 6.78% | 10.43%-3.6pp | 14.59%-7.8pp | 48.65%-41.9pp |
| Employer contribution / active EE | $4,883 | $3,446+41.7% | $2,682+82.1% | $2,182+123.8% |
| Participant deferral / active EE | $4,264 | $3,109+37.2% | $3,096+37.7% | $3,356+27.0% |
| Admin fee / account holder | $47 | $39+21.6% | $3,139-98.5% | $70-33.3% |