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 LLC8 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Advisory (Participants) | $58,466 |
NWPS5 years Service code 37 300 E. JOPPA RD., STE. 601 · TOWSON, MD 21286 | Loan Processing | $22,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,761 | $59,417+51.1% | $93,606-4.1% | $74,495+20.5% |
| Participation rate | 86.7% | 59.7%+27.0pp | 68.7%+17.9pp | 67.2%+19.5pp |
| Annual return | 20.47% | 81.83%-61.4pp | 133.20%-112.7pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $1,455 | $1,264+15.1% | $2,420-39.9% | $2,623-44.5% |
| Participant deferral / active EE | $4,620 | $3,050+51.5% | $4,411+4.7% | $4,346+6.3% |
| Admin fee / account holder | $532 | $3,021-82.4% | $8,285-93.6% | $1,942-72.6% |