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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $24,334 |
THE HAVERFORD TRUST COMPANY3+ years Service code 26 THREE RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $14,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,705 | $46,100-44.2% | $86,590-70.3% | $69,631-63.1% |
| Participation rate | 46.2% | 67.2%-21.0pp | 73.5%-27.3pp | 70.7%-24.5pp |
| Annual return | 16.01% | 21.02%-5.0pp | 964.84%-948.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $396 | $1,850-78.6% | $2,839-86.1% | $2,032-80.5% |
| Participant deferral / active EE | $1,320 | $2,432-45.7% | $3,609-63.4% | $3,224-59.0% |
| Admin fee / account holder | $233 | $94+148.4% | $4,906-95.2% | $110+111.0% |