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 LLC4+ years Service code 55 · EIN 23-1918844 | Other Commissions | $117,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,450 |
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 | $56,794 | $80,005-29.0% | $140,016-59.4% | $55,725+1.9% |
| Participation rate | 74.9% | 87.0%-12.0pp | 87.5%-12.6pp | 70.9%+4.1pp |
| Annual return | -4.26% | 0.46%-4.7pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $738 | $3,403-78.3% | $5,606-86.8% | $2,078-64.5% |
| Participant deferral / active EE | $3,310 | $5,264-37.1% | $6,927-52.2% | $3,356-1.4% |
| Admin fee / account holder | $10 | $116-91.1% | $10,705-99.9% | $115-91.0% |