Filed June 8, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
CADARET GRANT & CO INC1+ years Service code 26 1525 OREGON PIKE, STE 1902 · LANCASTER, PA 176014378 | Advisory (Participants) | $47,534 |
WALZ GROUP2+ years Service code 10 PO BOX 5555 · LANCASTER, PA 176065555 | Accounting | $16,855 |
MARKLEY ACTUARIAL SERVICES, INC.2+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 16 · EIN 23-2439467 26-28 WEST KING ST, STE 202 · LANCASTER, PA 17603 | Consulting | $16,450 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $3,495 |
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 | $116,823 | $57,921+101.7% | $84,750+37.8% | $57,658+102.6% |
| Participation rate | 98.4% | 72.9%+25.5pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 9.54% | 10.24%-0.7pp | 22.78%-13.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $7,679 | $2,598+195.6% | $3,574+114.9% | $1,974+289.1% |
| Participant deferral / active EE | $4,488 | $2,742+63.7% | $3,712+20.9% | $3,061+46.6% |
| Admin fee / account holder | $74 | $130-42.6% | $5,332-98.6% | $95-21.2% |