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 LLC6+ years Service code 55 · EIN 23-0731260 | Other Commissions | $144,707 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,850 |
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 | $85,974 | $111,608-23.0% | $177,821-51.7% | $73,409+17.1% |
| Participation rate | 75.3% | 87.9%-12.5pp | 87.7%-12.4pp | 72.2%+3.2pp |
| Annual return | 18.03% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $888 | $3,796-76.6% | $5,918-85.0% | $2,234-60.2% |
| Participant deferral / active EE | $3,997 | $6,199-35.5% | $7,714-48.2% | $3,805+5.0% |
| Admin fee / account holder | $8 | $166-95.1% | $12,427-99.9% | $158-94.9% |