Filed November 20, 1996
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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.10+ years Filed as: STANLEY BENEFIT SERVICES Service code 15 · EIN 20-4006400 | Recordkeeping | $88,090 |
LPL FINANCIAL5 years Filed as: LPL HOLDINGS INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,000 |
Filed as: MIDATLANTIC TRUST CO. Service code 18 · EIN 27-3169253 | Other fees; Custodial (other than sec... | $37,988 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,044 | $106,028+215.1% | $146,958+127.3% | $77,643+330.2% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 51.24% | 56.73%-5.5pp | 418.34%-367.1pp | 31.24%+20.0pp |
| Employer contribution / active EE | $14,089 | $4,063+246.8% | $4,933+185.6% | $2,726+416.9% |
| Participant deferral / active EE | $7,359 | $7,990-7.9% | $8,070-8.8% | $4,647+58.4% |
| Admin fee / account holder | $145 | $337-57.0% | $12,998-98.9% | $430-66.3% |