Filed October 18, 2004
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 |
|---|---|---|
BPAS1+ years Service code 15 3401 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $41,325 |
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 | $88,604 | $70,002+26.6% | $115,037-23.0% | $52,331+69.3% |
| Participation rate | 96.4% | 72.1%+24.3pp | 81.4%+15.0pp | 68.1%+28.3pp |
| Annual return | 21.23% | 4.04%+17.2pp | 26.14%-4.9pp | 4.54%+16.7pp |
| Employer contribution / active EE | $2,457 | $2,715-9.5% | $4,608-46.7% | $1,882+30.6% |
| Participant deferral / active EE | $8,686 | $4,920+76.6% | $6,026+44.1% | $3,022+187.4% |
| Admin fee / account holder | $189 | $566-66.7% | $8,175-97.7% | $592-68.1% |