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 LLC5+ years Service code 55 · EIN 23-1918844 | Other Commissions | $35,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,875 |
Form 5500 reported that benefits due were not provided when due.
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 | $99,207 | $47,922+107.0% | $75,886+30.7% | $65,185+52.2% |
| Participation rate | 86.7% | 63.0%+23.7pp | 69.3%+17.4pp | 70.2%+16.5pp |
| Annual return | 23.46% | 24.12%-0.7pp | 30.76%-7.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,949 | $1,557+153.6% | $2,500+57.9% | $2,177+81.4% |
| Participant deferral / active EE | $6,191 | $2,550+142.8% | $3,603+71.8% | $3,514+76.2% |
| Admin fee / account holder | $17 | $532-96.9% | $5,418-99.7% | $847-98.0% |