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 |
|---|---|---|
MODERA WEALTH MANAGEMENT LLC2 years Filed as: MODERA WEALTH MANAGEMENT Service code 28 7540 WINDSOR DRIVE, SUITE 205 · ALLENTOWN, PA 18195 | Investment Management | $102,104 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET, 4TH FLOOR · ALLENTOWN, PA 18104 | Advisory (Plan) | $67,142 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $63,035 |
CAMPBELL TAYLOR WASHBURN6 years Filed as: CAMPBELL, RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 S CEDAR CREST BLVD · ALLENTOWN, PA 18031 | Accounting | $20,100 |
Filed as: R.P. MILLS ASSOCIATES, INC. Service code 11 4140 SAND SPRING ROAD · SCHNECKSVILLE, PA 18078 | Actuarial | $5,025 |
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 | $438,186 | $92,985+371.2% | $153,485+185.5% | $80,856+441.9% |
| Participation rate | 98.3% | 69.0%+29.3pp | 77.1%+21.2pp | 67.6%+30.6pp |
| Annual return | 20.50% | 19.95%+0.5pp | 15.65%+4.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $4,893 | $3,507+39.5% | $5,039-2.9% | $2,755+77.6% |
| Participant deferral / active EE | $6,213 | $5,178+20.0% | $6,757-8.0% | $4,296+44.6% |
| Admin fee / account holder | $2,113 | $8,880-76.2% | $12,724-83.4% | $6,918-69.5% |