Filed August 10, 2005
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 LLC2 years Service code 27 · EIN 23-2221114 | Advisory (Plan) | $10,000 |
RODL LANGFORD DE KOCK1 year Service code 10 · EIN 58-2594719 TWO LIBERTY SQUARE · GREENVILLE, SC 29601 | Accounting | $7,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,031 |
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 | $141,973 | $67,606+110.0% | $82,313+72.5% | $70,131+102.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.14% | 21.57%+0.6pp | 25.88%-3.7pp | 73.14%-51.0pp |
| Employer contribution / active EE | $11,232 | $1,755+540.1% | $2,428+362.6% | $2,342+379.5% |
| Participant deferral / active EE | $11,805 | $2,987+295.2% | $3,706+218.5% | $3,332+254.3% |
| Admin fee / account holder | $169 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |