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.4+ years Service code 52 · EIN 20-0272674 1755 OREGON PIKE · LANCASTER, PA 17601 | Indirect Investment Fees | $8,641 |
NATIONWIDE4+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,419 |
PA RETIREMENT SOLUTIONS, INC.4+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $2,288 |
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 | $13,291 | $47,977-72.3% | $154,107-91.4% | $56,287-76.4% |
| Participation rate | 74.8% | 66.2%+8.6pp | 83.0%-8.2pp | 69.9%+5.0pp |
| Annual return | 6.43% | 3.54%+2.9pp | 735.12%-728.7pp | -9.96%+16.4pp |
| Employer contribution / active EE | $650 | $2,169-70.0% | $5,298-87.7% | $2,111-69.2% |
| Participant deferral / active EE | $1,414 | $2,392-40.9% | $5,081-72.2% | $3,350-57.8% |
| Admin fee / account holder | $75 | $438-82.9% | $13,411-99.4% | $521-85.6% |