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 LLC7 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $263,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,156 | $86,897-48.0% | $151,611-70.2% | $64,808-30.3% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -16.06% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $5,374 | $4,010+34.0% | $6,166-12.8% | $2,506+114.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $275 | $153+79.9% | $11,616-97.6% | $188+46.5% |