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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $36,831 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,476 | $40,174+3.2% | $84,015-50.6% | $67,579-38.6% |
| Participation rate | 91.1% | 62.7%+28.4pp | 69.0%+22.1pp | 71.3%+19.8pp |
| Annual return | 20.94% | 25.82%-4.9pp | 71.31%-50.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $83 | $808-89.8% | $1,983-95.8% | $2,148-96.2% |
| Participant deferral / active EE | $2,315 | $2,301+0.6% | $3,239-28.5% | $3,539-34.6% |
| Admin fee / account holder | $81 | $128-36.9% | $6,101-98.7% | $142-43.1% |