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 LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $192,625 |
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 | $41,513 | $88,515-53.1% | $162,163-74.4% | $67,579-38.6% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.4pp | 71.3%+27.7pp |
| Annual return | 18.06% | 27.04%-9.0pp | 115.59%-97.5pp | 378.56%-360.5pp |
| Employer contribution / active EE | $4,947 | $3,563+38.8% | $5,614-11.9% | $2,148+130.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $216 | $124+74.6% | $10,843-98.0% | $142+51.8% |