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 | $30,070 |
THE HAVERFORD TRUST COMPANY6+ years Service code 26 THREE RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $22,171 |
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 | $24,316 | $52,670-53.8% | $90,404-73.1% | $73,409-66.9% |
| Participation rate | 73.5% | 67.7%+5.8pp | 72.7%+0.8pp | 72.2%+1.3pp |
| Annual return | 15.96% | 20.70%-4.7pp | 1293.02%-1277.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $602 | $1,872-67.8% | $3,262-81.5% | $2,234-73.0% |
| Participant deferral / active EE | $2,042 | $2,807-27.3% | $3,963-48.5% | $3,805-46.3% |
| Admin fee / account holder | $190 | $117+62.7% | $5,611-96.6% | $158+20.3% |