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 LLC5 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $218,892 |
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 | $46,288 | $111,608-58.5% | $177,821-74.0% | $73,409-36.9% |
| Participation rate | 99.2% | 87.9%+11.3pp | 87.7%+11.4pp | 72.2%+27.0pp |
| Annual return | 12.54% | 18.23%-5.7pp | 48.32%-35.8pp | 59.29%-46.7pp |
| Employer contribution / active EE | $5,007 | $3,796+31.9% | $5,918-15.4% | $2,234+124.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $236 | $166+42.5% | $12,427-98.1% | $158+49.4% |