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 LLC3 years Service code 27 · EIN 23-2221114 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,763 |
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 | $126,548 | $62,586+102.2% | $76,768+64.8% | $64,186+97.2% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $11,244 | $1,832+513.8% | $2,485+352.4% | $2,381+372.3% |
| Participant deferral / active EE | $10,255 | $3,145+226.1% | $3,852+166.3% | $3,470+195.6% |
| Admin fee / account holder | $56 | $4,667-98.8% | $6,675-99.2% | $4,888-98.9% |