Filed March 2, 2012
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 LLC9 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $16,435 |
CAPOSSELA, COHEN, LLC10+ years Service code 10 368 CENTER STREET · SOUTHPORT, CT 06890 | Accounting | $13,017 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $4,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,652 | $84,556+7.2% | $116,228-22.0% | $74,304+22.0% |
| Participation rate | 94.6% | 66.0%+28.6pp | 74.6%+20.1pp | 60.3%+34.3pp |
| Annual return | 4.55% | 18.35%-13.8pp | 90.06%-85.5pp | 29.43%-24.9pp |
| Employer contribution / active EE | $387 | $2,168-82.1% | $2,994-87.1% | $2,241-82.7% |
| Participant deferral / active EE | $1,658 | $3,814-56.5% | $4,953-66.5% | $3,767-56.0% |
| Admin fee / account holder | $59 | $3,792-98.4% | $11,989-99.5% | $2,969-98.0% |