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 |
|---|---|---|
WALZ GROUP3+ years Service code 10 PO BOX 5555 · LANCASTER, PA 176065555 | Accounting | $14,900 |
MARKLEY ACTUARIAL SERVICES, INC.3+ years Filed as: MARKLEY ACTUARIAL SERVICES INC Service code 16 · EIN 23-2439467 26-28 WEST KING ST, STE 202 · LANCASTER, PA 17603 | Consulting | $12,955 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $2,190 |
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 | $151,892 | $60,545+150.9% | $92,233+64.7% | $69,631+118.1% |
| Participation rate | 99.3% | 72.2%+27.1pp | 76.5%+22.8pp | 70.7%+28.6pp |
| Annual return | 17.18% | 19.71%-2.5pp | 176.28%-159.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $9,244 | $2,633+251.0% | $3,679+151.2% | $2,032+354.9% |
| Participant deferral / active EE | $4,988 | $2,828+76.4% | $3,897+28.0% | $3,224+54.7% |
| Admin fee / account holder | $66 | $145-54.1% | $5,194-98.7% | $110-39.9% |