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 | $24,092 |
THE HAVERFORD TRUST COMPANY4+ years Service code 26 THREE RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $22,640 |
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 | $22,048 | $43,999-49.9% | $79,464-72.3% | $55,725-60.4% |
| Participation rate | 57.6% | 66.9%-9.3pp | 73.3%-15.7pp | 70.9%-13.2pp |
| Annual return | -3.75% | 1.81%-5.6pp | 718.14%-721.9pp | 244.93%-248.7pp |
| Employer contribution / active EE | $390 | $1,830-78.7% | $2,800-86.1% | $2,078-81.3% |
| Participant deferral / active EE | $1,672 | $2,538-34.1% | $3,704-54.9% | $3,356-50.2% |
| Admin fee / account holder | $229 | $118+94.9% | $5,113-95.5% | $115+98.9% |