Filed September 30, 2005
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 |
|---|---|---|
AMBASSADOR ADVISORS, INC.1+ years Service code 52 · EIN 20-0272674 1755 OREGON PIKE · LANCASTER, PA 17601 | Indirect Investment Fees | $5,053 |
NATIONWIDE1+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $3,757 |
PA RETIREMENT SOLUTIONS, INC.1+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,767 | $46,360-68.1% | $147,614-90.0% | $52,331-71.8% |
| Participation rate | 51.2% | 64.9%-13.8pp | 84.6%-33.4pp | 68.1%-16.9pp |
| Annual return | 0.99% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $466 | $2,126-78.1% | $5,564-91.6% | $1,882-75.2% |
| Participant deferral / active EE | $1,078 | $2,258-52.2% | $4,895-78.0% | $3,022-64.3% |
| Admin fee / account holder | $73 | $766-90.5% | $11,611-99.4% | $592-87.7% |