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.
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENN INVESTMENT ADVISORS5 years Service code 27 · EIN 38-3802854 107 FLORAL VALE BLVD · YARDLEY, PA 19067 | Advisory (Plan) | $37,392 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $31,847 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,659 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,416 | $104,475-75.7% | $159,436-84.1% | $79,386-68.0% |
| Participation rate | 94.1% | 76.6%+17.5pp | 82.8%+11.3pp | 70.7%+23.4pp |
| Annual return | 11.51% | 67.95%-56.4pp | 263.57%-252.1pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,058 | $3,417-69.0% | $4,829-78.1% | $2,427-56.4% |
| Participant deferral / active EE | $1,829 | $6,467-71.7% | $7,352-75.1% | $4,046-54.8% |
| Admin fee / account holder | $292 | $711-58.9% | $10,799-97.3% | $626-53.3% |