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 LLC4 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $73,225 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,387 |
PASI, LLC6+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $23,925 |
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 | $143,275 | $100,801+42.1% | $149,696-4.3% | $73,409+95.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 19.53% | 265.34%-245.8pp | 276.60%-257.1pp | 59.29%-39.8pp |
| Employer contribution / active EE | $2,861 | $3,312-13.6% | $4,644-38.4% | $2,234+28.1% |
| Participant deferral / active EE | $7,609 | $6,404+18.8% | $6,842+11.2% | $3,805+99.9% |
| Admin fee / account holder | $120 | $181-33.4% | $9,309-98.7% | $158-23.7% |