Filed January 27, 2015 (most recent of 5 filings on file)
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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 55 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | Other Commissions | $83,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,957 | $71,802-27.6% | $133,980-61.2% | $57,658-9.9% |
| Participation rate | 76.0% | 85.5%-9.5pp | 87.1%-11.1pp | 70.2%+5.7pp |
| Annual return | 8.16% | 13.51%-5.3pp | 29.30%-21.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,013 | $3,161-68.0% | $5,211-80.6% | $1,974-48.7% |
| Participant deferral / active EE | $3,211 | $4,606-30.3% | $6,282-48.9% | $3,061+4.9% |
| Admin fee / account holder | $12 | $88-86.0% | $9,324-99.9% | $95-87.0% |