Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $22,948 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,005 |
DIMATTEO FINANCIAL GROUP3+ years Service code 27 602 CHADDS FORD DR · CHADDS FORD, PA 19317 | Advisory (Plan) | $6,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,775 | $54,390-61.8% | $117,039-82.2% | $69,631-70.2% |
| Participation rate | 49.0% | 58.5%-9.6pp | 77.2%-28.2pp | 70.7%-21.7pp |
| Annual return | 17.95% | 18.33%-0.4pp | 18.95%-1.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,150 | $2,076-44.6% | $3,929-70.7% | $3,224-64.3% |
| Admin fee / account holder | $170 | $98+74.2% | $5,974-97.1% | $110+54.2% |