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 8-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) | $17,610 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,925 |
THE MANDMARBLESTONE GROUP LLC3+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 13 ONE RAYMOND DRIVE · HAVERTOWN, PA 190833100 | Contract Administrator | $1,235 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,580 | $89,355-27.7% | $141,162-54.3% | $72,985-11.5% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 23.48% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,751 | $3,114-11.7% | $4,735-41.9% | $2,440+12.8% |
| Participant deferral / active EE | $7,761 | $5,418+43.2% | $6,709+15.7% | $3,607+115.1% |
| Admin fee / account holder | $230 | $5,958-96.1% | $10,261-97.8% | $5,124-95.5% |