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 |
|---|---|---|
BPAS10+ years Service code 15 3401 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $118,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,391 | $106,028+55.0% | $146,958+11.9% | $77,643+111.7% |
| Participation rate | 95.0% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 16.76% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $3,392 | $4,063-16.5% | $4,933-31.2% | $2,726+24.4% |
| Participant deferral / active EE | $12,501 | $7,990+56.4% | $8,070+54.9% | $4,647+169.0% |
| Admin fee / account holder | $293 | $337-13.3% | $12,998-97.7% | $430-32.0% |