Filed December 19, 2011
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 3-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 |
|---|---|---|
IVC WEALTH ADVISORS LLC1+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 163 E. MAIN STREET · SILVERDALE, PA 18962 | Advisory (Plan) | $19,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,130 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 13 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Contract Administrator | $14,498 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,193 | $46,292-36.9% | $143,757-79.7% | $64,808-55.0% |
| Participation rate | 39.6% | 64.2%-24.6pp | 80.3%-40.7pp | 71.5%-31.9pp |
| Annual return | 27.23% | -10.05%+37.3pp | -0.04%+27.3pp | 32.82%-5.6pp |
| Employer contribution / active EE | $759 | $1,910-60.3% | $4,951-84.7% | $2,506-69.7% |
| Participant deferral / active EE | $1,479 | $2,646-44.1% | $5,637-73.8% | $4,310-65.7% |
| Admin fee / account holder | $155 | $154+0.5% | $14,673-98.9% | $188-17.7% |