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 LLC3+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 163 E. MAIN STREET · SILVERDALE, PA 18962 | Advisory (Plan) | $41,624 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,187 |
DELAWARE VALLEY RETIREMENT, INC.3+ years Service code 13 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Contract Administrator | $29,312 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 99 2599 WILMINGTON RD. · NEW CASTLE, PA 16105 | Other Fees | $6,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,293 |
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 | $35,577 | $50,815-30.0% | $155,509-77.1% | $77,643-54.2% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $760 | $1,993-61.9% | $4,672-83.7% | $2,726-72.1% |
| Participant deferral / active EE | $1,597 | $2,822-43.4% | $5,626-71.6% | $4,647-65.6% |
| Admin fee / account holder | $258 | $437-40.8% | $15,912-98.4% | $430-40.0% |