Filed June 21, 1
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 |
|---|---|---|
ASSET STRATEGY RC, LLC5+ years Service code 27 3500 MARKET STREET · CAMP HILL, PA 17011 | Advisory (Plan) | $24,942 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $7,236 |
Service code 13 | Contract Administrator | $6,971 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,756 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $139 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,673 | $73,404-73.2% | $87,100-77.4% | $67,579-70.9% |
| Participation rate | 78.9% | 80.9%-2.0pp | 76.9%+2.0pp | 71.3%+7.6pp |
| Annual return | 20.77% | 48.29%-27.5pp | 28.19%-7.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $540 | $2,014-73.2% | $2,521-78.6% | $2,148-74.9% |
| Participant deferral / active EE | $1,662 | $3,913-57.5% | $4,049-58.9% | $3,539-53.0% |
| Admin fee / account holder | $73 | $142-48.2% | $7,497-99.0% | $142-48.5% |