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 | $106,620 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $71,076 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $62,658 |
CAMPBELL TAYLOR WASHBURN3 years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $18,200 |
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 | $471,165 | $93,373+404.6% | $152,466+209.0% | $85,850+448.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 21.83% | 21.84%0pp | 757.33%-735.5pp | 318.53%-296.7pp |
| Employer contribution / active EE | $4,176 | $2,996+39.4% | $4,327-3.5% | $2,565+62.8% |
| Participant deferral / active EE | $5,510 | $4,550+21.1% | $5,820-5.3% | $3,952+39.4% |
| Admin fee / account holder | $2,235 | $13,853-83.9% | $15,805-85.9% | $6,260-64.3% |