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 LLC1+ years Service code 55 · EIN 23-0731260 | Other Commissions | $60,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,813 | $72,770-30.2% | $67,652-24.9% | $55,191-7.9% |
| Participation rate | 68.1% | 78.8%-10.7pp | 75.7%-7.6pp | 69.2%-1.1pp |
| Annual return | 3.27% | -3.26%+6.5pp | 6625.04%-6621.8pp | 10.78%-7.5pp |
| Employer contribution / active EE | $521 | $1,769-70.5% | $2,266-77.0% | $1,899-72.5% |
| Participant deferral / active EE | $4,649 | $3,408+36.4% | $3,560+30.6% | $3,046+52.6% |
| Admin fee / account holder | $13 | $79-83.5% | $4,821-99.7% | $91-85.7% |