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 |
|---|---|---|
BPAS8+ years Service code 15 3401 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $94,011 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,304 | $82,202+52.4% | $125,3390% | $64,808+93.3% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -18.00% | 3.48%-21.5pp | 572.05%-590.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,036 | $3,615-16.0% | $4,814-36.9% | $2,506+21.1% |
| Participant deferral / active EE | $11,032 | $7,175+53.7% | $7,446+48.1% | $4,310+155.9% |
| Admin fee / account holder | $268 | $163+64.1% | $10,010-97.3% | $188+42.6% |