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 LLC5+ years Service code 55 · EIN 23-1918844 | Other Commissions | $117,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,325 |
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 | $74,965 | $88,515-15.3% | $162,163-53.8% | $67,579+10.9% |
| Participation rate | 74.9% | 86.8%-11.9pp | 87.6%-12.6pp | 71.3%+3.7pp |
| Annual return | 28.44% | 27.04%+1.4pp | 115.59%-87.2pp | 378.56%-350.1pp |
| Employer contribution / active EE | $902 | $3,563-74.7% | $5,614-83.9% | $2,148-58.0% |
| Participant deferral / active EE | $4,016 | $5,724-29.8% | $7,298-45.0% | $3,539+13.5% |
| Admin fee / account holder | $10 | $124-91.7% | $10,843-99.9% | $142-92.8% |