See peer percentile detail with Solo.
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 LLC6+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $39,249 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,770 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,246 | $64,286-23.4% | $90,951-45.9% | $73,409-32.9% |
| Participation rate | 89.3% | 63.6%+25.7pp | 69.0%+20.3pp | 72.2%+17.2pp |
| Annual return | 15.52% | 21.45%-5.9pp | 134.60%-119.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $94 | $895-89.5% | $2,122-95.6% | $2,234-95.8% |
| Participant deferral / active EE | $2,737 | $2,453+11.6% | $3,373-18.9% | $3,805-28.1% |
| Admin fee / account holder | $99 | $287-65.6% | $5,959-98.3% | $158-37.5% |