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 |
|---|---|---|
PENN INVESTMENT ADVISORS6 years Service code 27 · EIN 38-3802854 107 FLORAL VALE BLVD · YARDLEY, PA 19067 | Advisory (Plan) | $34,776 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $28,614 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,147 |
Participant contribution per participant 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 | $21,518 | $84,487-74.5% | $125,339-82.8% | $66,914-67.8% |
| Participation rate | 94.9% | 76.4%+18.5pp | 82.4%+12.6pp | 69.8%+25.1pp |
| Annual return | -15.66% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,222 | $3,553-65.6% | $4,814-74.6% | $2,544-52.0% |
| Participant deferral / active EE | $2,115 | $6,781-68.8% | $7,446-71.6% | $4,237-50.1% |
| Admin fee / account holder | $273 | $685-60.1% | $10,010-97.3% | $593-53.9% |