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 MANAGEMENT5 years Service code 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $19,485 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 64 · EIN 20-0937408 717 17TH STREET SUITE 1800 · DENVER, CO 80202 | Recordkeeping Fees | $12,849 |
PCS RETIREMENT, LLC2 years Service code 64 · EIN 23-3038464 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Recordkeeping Fees | $2,885 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,247 | $45,602+115.4% | $117,472-16.4% | $66,914+46.8% |
| Participation rate | 83.7% | 57.6%+26.0pp | 70.6%+13.1pp | 69.8%+13.9pp |
| Annual return | -13.67% | -16.74%+3.1pp | 29.74%-43.4pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,347 | $1,579+112.0% | $4,176-19.9% | $2,544+31.6% |
| Participant deferral / active EE | $2,718 | $2,845-4.5% | $4,070-33.2% | $4,237-35.8% |
| Admin fee / account holder | $228 | $661-65.4% | $5,645-96.0% | $593-61.5% |