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 | $110,864 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $72,559 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $68,585 |
CAMPBELL TAYLOR WASHBURN4 years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $18,850 |
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 | $400,665 | $76,912+420.9% | $129,110+210.3% | $68,494+485.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | -9.78%-4.0pp | -10.94%-2.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,531 | $3,243+39.7% | $5,052-10.3% | $2,596+74.5% |
| Participant deferral / active EE | $6,600 | $4,732+39.5% | $6,542+0.9% | $4,027+63.9% |
| Admin fee / account holder | $2,285 | $6,638-65.6% | $14,302-84.0% | $5,403-57.7% |