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 LLC11+ years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $40,469 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,604 | $60,892+199.9% | $82,389+121.6% | $84,808+115.3% |
| Participation rate | 78.8% | 63.3%+15.5pp | 69.5%+9.2pp | 68.3%+10.4pp |
| Annual return | 12.36% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $5,204 | $1,779+192.5% | $2,517+106.8% | $2,631+97.8% |
| Participant deferral / active EE | $8,555 | $3,179+169.1% | $4,155+105.9% | $4,212+103.1% |
| Admin fee / account holder | $608 | $5,467-88.9% | $7,231-91.6% | $7,344-91.7% |