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 |
|---|---|---|
THE CONESTOGA GROUP5 years Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $15,400 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $14,167 |
Service code 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PURSSIA, PA 19406 | Other Fees | $12,205 |
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 | $139,234 | $102,317+36.1% | $146,958-5.3% | $80,856+72.2% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 10.51% | 134.76%-124.3pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,749 | $3,713-26.0% | $4,933-44.3% | $2,755-0.2% |
| Participant deferral / active EE | $9,279 | $6,644+39.7% | $8,070+15.0% | $4,296+116.0% |
| Admin fee / account holder | $366 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |