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, LLC7+ years Service code 27 3500 MARKET STREET · CAMP HILL, PA 17011 | Advisory (Plan) | $35,299 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 511 SCHOOLHOUSE ROAD · KENNETT SQUARE, PA 19348 | Contract Administrator | $4,250 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,785 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,932 | $185,342-89.2% | $111,297-82.1% | $86,799-77.0% |
| Participation rate | 99.3% | 81.0%+18.3pp | 77.3%+22.0pp | 72.3%+27.0pp |
| Annual return | 12.72% | 500.80%-488.1pp | 54.65%-41.9pp | 97.91%-85.2pp |
| Employer contribution / active EE | $1,021 | $2,246-54.6% | $2,731-62.6% | $2,405-57.6% |
| Participant deferral / active EE | $1,849 | $4,458-58.5% | $4,487-58.8% | $4,131-55.2% |
| Admin fee / account holder | $78 | $255-69.6% | $7,964-99.0% | $170-54.2% |