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 LLC7+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $32,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,771 | $60,776+116.8% | $85,682+53.8% | $79,386+66.0% |
| Participation rate | 86.3% | 62.1%+24.2pp | 69.9%+16.4pp | 70.7%+15.5pp |
| Annual return | 12.60% | 16.57%-4.0pp | 21.49%-8.9pp | 116.85%-104.3pp |
| Employer contribution / active EE | $4,442 | $1,663+167.1% | $2,618+69.6% | $2,427+83.0% |
| Participant deferral / active EE | $7,301 | $2,919+150.2% | $3,923+86.1% | $4,046+80.5% |
| Admin fee / account holder | $312 | $438-28.8% | $6,873-95.5% | $626-50.2% |