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 | $97,531 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $65,777 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $44,977 |
CAMPBELL TAYLOR WASHBURN1 year Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $17,500 |
Filed as: BUCKLEY MUETHING CAPITAL MANAGEMENT Service code 27 1 BETHLEHEM PLAZA, SUITE 901 · BETHLEHEM, PA 18018 | Advisory (Plan) | $11,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $408,493 | $82,882+392.9% | $127,761+219.7% | $72,985+459.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 1.46% | 32.20%-30.7pp | 26.14%-24.7pp | 81.00%-79.5pp |
| Employer contribution / active EE | $4,242 | $3,346+26.8% | $4,574-7.3% | $2,440+73.8% |
| Participant deferral / active EE | $5,586 | $4,791+16.6% | $6,021-7.2% | $3,607+54.9% |
| Admin fee / account holder | $1,943 | $6,487-70.0% | $9,395-79.3% | $5,124-62.1% |