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 GROUP6 years Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $16,863 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $14,094 |
Service code 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PURSSIA, PA 19406 | Other Fees | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,175 | $109,881+13.9% | $150,045-16.6% | $84,808+47.6% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 15.16% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,041 | $3,561-14.6% | $4,693-35.2% | $2,631+15.6% |
| Participant deferral / active EE | $9,036 | $6,636+36.2% | $7,997+13.0% | $4,212+114.6% |
| Admin fee / account holder | $308 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |