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.6+ years Service code 52 · EIN 20-0272674 1755 OREGON PIKE · LANCASTER, PA 17601 | Indirect Investment Fees | $10,867 |
NATIONWIDE6+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,031 |
PA RETIREMENT SOLUTIONS, INC.6+ years Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $3,414 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,079 | $58,879-65.9% | $178,490-88.8% | $73,488-72.7% |
| Participation rate | 68.5% | 66.2%+2.3pp | 81.9%-13.4pp | 70.7%-2.2pp |
| Annual return | 17.87% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $690 | $2,236-69.2% | $5,011-86.2% | $2,270-69.6% |
| Participant deferral / active EE | $1,597 | $2,567-37.8% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $102 | $400-74.5% | $13,984-99.3% | $513-80.1% |