See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $87,395 |
PASI, LLC4+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,296 |
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 | $107,923 | $75,388+43.2% | $123,544-12.6% | $55,725+93.7% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.3%+9.1pp | 70.9%+20.5pp |
| Annual return | -5.52% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,506 | $3,063-50.8% | $4,628-67.5% | $2,078-27.5% |
| Participant deferral / active EE | $6,389 | $5,651+13.1% | $6,426-0.6% | $3,356+90.4% |
| Admin fee / account holder | $38 | $120-68.2% | $9,284-99.6% | $115-66.9% |