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 LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $194,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,364 | $80,005-53.3% | $140,016-73.3% | $55,725-32.9% |
| Participation rate | 83.2% | 87.0%-3.8pp | 87.5%-4.3pp | 70.9%+12.4pp |
| Annual return | -5.12% | 0.46%-5.6pp | 651.12%-656.2pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,722 | $3,403+38.8% | $5,606-15.8% | $2,078+127.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $233 | $116+101.3% | $10,705-97.8% | $115+102.2% |