Filed November 7, 2011
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 28 7540 WINDSOR DRIVE, SUITE 205 · ALLENTOWN, PA 18195 | Investment Management | $101,915 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $76,092 |
Filed as: THE DOUGLAS GROUP Service code 27 600 HAMILTON ST, TOWER 6 · ALLENTOWN, PA 18101 | Advisory (Plan) | $49,306 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 P.O. BOX 7398 · MADISON, WI 53708 | Accounting | $30,857 |
Filed as: BUCKLEY MUETHING CAPITAL MANAGEMENT Service code 27 1 BETHLEHEM PLAZA, SUITE 901 · BETHLEHEM, PA 18018 | Advisory (Plan) | $9,927 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,932 | $72,388+506.4% | $111,392+294.0% | $64,186+583.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 6.00% | -1.50%+7.5pp | -2.06%+8.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $4,083 | $3,000+36.1% | $4,328-5.6% | $2,381+71.5% |
| Participant deferral / active EE | $5,911 | $4,241+39.4% | $5,567+6.2% | $3,470+70.4% |
| Admin fee / account holder | $2,308 | $5,719-59.6% | $12,266-81.2% | $4,888-52.8% |