Filed April 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT4 years Service code 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $18,150 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE TRUST COMPANY Service code 64 · EIN 20-0937408 717 17TH STREET SUITE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $8,264 |
PCS RETIREMENT, LLC1 year Service code 64 · EIN 23-3038464 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Recordkeeping Fees | $2,663 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,495 | $58,694+101.9% | $142,863-17.1% | $85,850+38.0% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 12.84% | 27.72%-14.9pp | 5637.54%-5624.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,991 | $1,423+180.5% | $4,144-3.7% | $2,565+55.6% |
| Participant deferral / active EE | $3,091 | $2,607+18.6% | $3,837-19.4% | $3,952-21.8% |
| Admin fee / account holder | $192 | $4,239-95.5% | $6,560-97.1% | $6,260-96.9% |