Filed January 27, 2015 (most recent of 5 filings on file)
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 9-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 |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $133,655 |
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 | $33,547 | $71,802-53.3% | $133,980-75.0% | $57,658-41.8% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.1%+12.1pp | 70.2%+28.9pp |
| Annual return | 4.98% | 13.51%-8.5pp | 29.30%-24.3pp | 5.13%-0.1pp |
| Employer contribution / active EE | $5,086 | $3,161+60.9% | $5,211-2.4% | $1,974+157.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $169 | $88+93.0% | $9,324-98.2% | $95+79.0% |