Filed August 14, 2008
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 LLC4+ years Service code 55 · EIN 23-1918844 | Other Commissions | $33,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,619 |
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 | $78,525 | $42,396+85.2% | $67,313+16.7% | $56,287+39.5% |
| Participation rate | 88.6% | 61.0%+27.6pp | 69.1%+19.5pp | 69.9%+18.7pp |
| Annual return | -6.16% | -36.63%+30.5pp | -4.08%-2.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $3,840 | $1,414+171.6% | $2,566+49.7% | $2,111+81.9% |
| Participant deferral / active EE | $6,405 | $2,360+171.4% | $3,568+79.5% | $3,350+91.2% |
| Admin fee / account holder | $15 | $510-97.0% | $4,507-99.7% | $521-97.1% |