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 |
|---|---|---|
MATRIX TRUST COMPANY1 year Service code 64 · EIN 75-3182674 PO BOX 52129 · PHOENIX, AZ 850722129 | Recordkeeping Fees | $25,869 |
PCS RETIREMENT, LLC3 years Service code 64 · EIN 23-3038464 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Recordkeeping Fees | $8,344 |
BIDDLE CAPITAL MANAGEMENT6 years Service code 27 · EIN 52-2044910 5801 KENNETT PIKE · WILMINGTON, DE 19807 | Advisory (Plan) | $4,792 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $2,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,033 | $49,173+136.0% | $121,098-4.2% | $75,163+54.4% |
| Participation rate | 93.2% | 55.4%+37.8pp | 69.5%+23.7pp | 67.2%+26.0pp |
| Annual return | 16.61% | 55.99%-39.4pp | 985.75%-969.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $4,058 | $1,546+162.5% | $4,164-2.5% | $2,670+52.0% |
| Participant deferral / active EE | $3,172 | $2,628+20.7% | $4,080-22.2% | $4,125-23.1% |
| Admin fee / account holder | $260 | $3,942-93.4% | $5,644-95.4% | $5,651-95.4% |