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.2+ years Service code 52 · EIN 20-0272674 1755 OREGON PIKE · LANCASTER, PA 17601 | Indirect Investment Fees | $6,028 |
NATIONWIDE2+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $4,835 |
PA RETIREMENT SOLUTIONS, INC.2+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $1,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,422 | $46,732-71.3% | $156,549-91.4% | $55,167-75.7% |
| Participation rate | 66.1% | 65.8%+0.3pp | 84.0%-17.9pp | 69.0%-2.9pp |
| Annual return | 7.18% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $520 | $2,105-75.3% | $5,501-90.5% | $1,963-73.5% |
| Participant deferral / active EE | $1,168 | $2,204-47.0% | $4,871-76.0% | $3,054-61.8% |
| Admin fee / account holder | $72 | $418-82.8% | $13,027-99.4% | $504-85.7% |