Filed July 9, 1993
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 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PRUSSIA, PA 19406 | Other Fees | $15,009 |
THE CONESTOGA GROUP1 year Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $14,111 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $6,449 |
Participant contribution per participant 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 | $95,079 | $213,957-55.6% | $149,696-36.5% | - |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.5%+17.5pp | - |
| Annual return | 15.65% | 9.83%+5.8pp | 276.60%-261.0pp | - |
| Employer contribution / active EE | $3,743 | $3,868-3.2% | $4,644-19.4% | - |
| Participant deferral / active EE | $5,911 | $6,177-4.3% | $6,842-13.6% | - |
| Admin fee / account holder | $280 | $24,510-98.9% | $9,309-97.0% | - |