Filed May 23, 2007
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 LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $21,674 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,922 | $65,946-77.4% | $81,783-81.8% | $77,671-80.8% |
| Participation rate | 82.2% | 65.8%+16.4pp | 72.4%+9.9pp | 70.6%+11.6pp |
| Annual return | 11.44% | 26.65%-15.2pp | 775.05%-763.6pp | 31.21%-19.8pp |
| Employer contribution / active EE | $2,059 | $2,371-13.2% | $2,913-29.3% | $2,726-24.5% |
| Participant deferral / active EE | $1,123 | $3,507-68.0% | $4,320-74.0% | $4,648-75.8% |
| Admin fee / account holder | $53 | $527-89.9% | $7,380-99.3% | $430-87.6% |