Filed September 24, 1992
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 |
|---|---|---|
DOMANI WEALTH LLC2 years Filed as: DOMANI WEALTH Service code 27 381 MANSFIELD AVENUE, SUITE 500 · PITTSBURGH, PA 15220 | Advisory (Plan) | $29,211 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,912 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,400 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,722 | $84,936+26.8% | $111,297-3.2% | $79,386+35.7% |
| Participation rate | 90.2% | 75.9%+14.3pp | 77.3%+12.9pp | 70.7%+19.5pp |
| Annual return | 11.19% | 17.45%-6.3pp | 54.65%-43.5pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,363 | $1,979-31.1% | $2,731-50.1% | $2,427-43.8% |
| Participant deferral / active EE | $5,448 | $3,888+40.1% | $4,487+21.4% | $4,046+34.7% |
| Admin fee / account holder | $386 | $537-28.2% | $7,964-95.2% | $626-38.4% |