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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $182,955 |
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 | $39,647 | $81,537-51.4% | $149,718-73.5% | $69,631-43.1% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.7pp | 70.7%+28.1pp |
| Annual return | 14.51% | 22.79%-8.3pp | 1501.63%-1487.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $5,128 | $3,239+58.3% | $5,445-5.8% | $2,032+152.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $224 | $107+110.1% | $11,283-98.0% | $110+103.3% |