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.3+ years Service code 52 · EIN 20-0272674 1755 OREGON PIKE · LANCASTER, PA 17601 | Indirect Investment Fees | $7,647 |
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,260 |
PA RETIREMENT SOLUTIONS, INC.3+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $2,772 |
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 | $14,563 | $55,453-73.7% | $170,442-91.5% | $62,292-76.6% |
| Participation rate | 68.8% | 66.4%+2.4pp | 83.6%-14.8pp | 69.5%-0.8pp |
| Annual return | 15.95% | 21.38%-5.4pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $545 | $2,164-74.8% | $5,433-90.0% | $2,042-73.3% |
| Participant deferral / active EE | $1,299 | $2,303-43.6% | $4,939-73.7% | $3,169-59.0% |
| Admin fee / account holder | $81 | $455-82.2% | $13,880-99.4% | $479-83.1% |