Filed May 26, 2004
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 |
|---|---|---|
Filed as: FIRST MERCANTILE TRUST Service code 15 · EIN 62-1549435 | Recordkeeping | $34,899 |
PENN INVESTMENT ADVISORS1 year Service code 26 107 FLORAL VALE BLVD · YARDLEY, PA 19067 | Advisory (Participants) | $21,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,141 | $155,795-92.2% | $136,294-91.1% | $69,631-82.6% |
| Participation rate | 57.6% | 75.2%-17.7pp | 81.9%-24.3pp | 70.7%-13.1pp |
| Annual return | 11.08% | 232464.33%-232453.3pp | 5155.94%-5144.9pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $880 | $2,991-70.6% | $4,695-81.3% | $2,032-56.7% |
| Participant deferral / active EE | $1,399 | $5,394-74.1% | $6,247-77.6% | $3,224-56.6% |
| Admin fee / account holder | $137 | $128+6.8% | $9,243-98.5% | $110+24.0% |