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 LLC10+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $37,291 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,365 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,549 | $56,053+182.9% | $75,972+108.7% | $80,856+96.1% |
| Participation rate | 82.7% | 62.0%+20.7pp | 69.1%+13.7pp | 67.6%+15.1pp |
| Annual return | 13.25% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,495 | $1,874+193.2% | $2,685+104.7% | $2,755+99.5% |
| Participant deferral / active EE | $9,239 | $3,052+202.7% | $4,255+117.1% | $4,296+115.1% |
| Admin fee / account holder | $449 | $5,234-91.4% | $6,467-93.1% | $6,918-93.5% |