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 LLC6+ years Service code 55 · EIN 23-1918844 | Other Commissions | $40,336 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
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 | $113,970 | $55,636+104.9% | $81,983+39.0% | $73,488+55.1% |
| Participation rate | 87.3% | 62.3%+25.1pp | 69.2%+18.1pp | 70.7%+16.7pp |
| Annual return | 13.08% | 19.07%-6.0pp | 41.31%-28.2pp | 28.51%-15.4pp |
| Employer contribution / active EE | $4,128 | $1,625+154.1% | $2,498+65.3% | $2,270+81.8% |
| Participant deferral / active EE | $6,584 | $2,762+138.4% | $3,722+76.9% | $3,740+76.1% |
| Admin fee / account holder | $12 | $493-97.6% | $5,664-99.8% | $513-97.7% |