Filed April 5, 2013
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 |
|---|---|---|
THE HAVERFORD TRUST COMPANY2+ years Service code 26 THREE RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $17,086 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $13,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,777 | $39,859-37.8% | $78,689-68.5% | $57,658-57.0% |
| Participation rate | 40.4% | 66.1%-25.7pp | 73.6%-33.2pp | 70.2%-29.8pp |
| Annual return | 9.60% | 18.96%-9.4pp | 62.18%-52.6pp | 5.13%+4.5pp |
| Employer contribution / active EE | $380 | $1,786-78.7% | $2,851-86.7% | $1,974-80.7% |
| Participant deferral / active EE | $1,141 | $2,248-49.2% | $3,517-67.6% | $3,061-62.7% |
| Admin fee / account holder | $222 | $76+191.3% | $4,510-95.1% | $95+134.8% |