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 |
|---|---|---|
BPAS9+ years Service code 15 3401 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $101,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,897 | $95,274+43.7% | $135,903+0.7% | $74,419+84.0% |
| Participation rate | 94.9% | 78.2%+16.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 20.25% | 32.77%-12.5pp | 68.23%-48.0pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,119 | $3,874-19.5% | $4,856-35.8% | $2,637+18.2% |
| Participant deferral / active EE | $11,247 | $7,782+44.5% | $7,758+45.0% | $4,528+148.4% |
| Admin fee / account holder | $256 | $266-3.7% | $10,762-97.6% | $348-26.3% |