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 |
|---|---|---|
BPAS4+ years Service code 15 3401 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $64,127 |
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 | $116,501 | $73,102+59.4% | $123,544-5.7% | $56,287+107.0% |
| Participation rate | 92.0% | 74.3%+17.6pp | 82.3%+9.7pp | 69.9%+22.1pp |
| Annual return | -3.27% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,490 | $2,977-16.4% | $4,628-46.2% | $2,111+18.0% |
| Participant deferral / active EE | $9,206 | $5,423+69.8% | $6,426+43.3% | $3,350+174.8% |
| Admin fee / account holder | $278 | $554-49.9% | $9,284-97.0% | $521-46.7% |