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 COMPANY2 years Service code 64 · EIN 75-3182674 PO BOX 52129 · PHOENIX, AZ 850722129 | Recordkeeping Fees | $41,889 |
Filed as: ATLANTIC PENSION SERVICES Service code 13 · EIN 23-2942715 511 SCHOOLHOUSE RD SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $3,643 |
PCS RETIREMENT, LLC4 years Service code 64 · EIN 23-3038464 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 97008 | Recordkeeping Fees | $1,945 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,594 | $51,576+137.7% | $129,207-5.1% | $80,856+51.6% |
| Participation rate | 98.9% | 57.0%+41.9pp | 69.6%+29.3pp | 67.6%+31.2pp |
| Annual return | 15.39% | 20.81%-5.4pp | 9417.33%-9401.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,471 | $1,584+182.3% | $4,153+7.6% | $2,755+62.3% |
| Participant deferral / active EE | $3,170 | $2,669+18.8% | $4,168-23.9% | $4,296-26.2% |
| Admin fee / account holder | $279 | $4,305-93.5% | $7,715-96.4% | $6,918-96.0% |