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 | $92,397 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $65,166 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $44,192 |
CAMPBELL TAYLOR WASHBURN2 years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $18,000 |
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 | $405,201 | $88,042+360.2% | $138,135+193.3% | $79,858+407.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 4.69% | 20.58%-15.9pp | 20.51%-15.8pp | 31.71%-27.0pp |
| Employer contribution / active EE | $8,571 | $3,103+176.2% | $5,587+53.4% | $2,471+246.9% |
| Participant deferral / active EE | $5,347 | $4,704+13.7% | $6,431-16.9% | $3,740+43.0% |
| Admin fee / account holder | $1,883 | $7,791-75.8% | $11,856-84.1% | $5,306-64.5% |