Filed November 3, 2020 (most recent of 5 filings on file)
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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,094 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 61 · EIN 59-1237041 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,701 | $44,221+28.2% | $121,196-53.2% | $56,287+0.7% |
| Participation rate | 47.4% | 61.1%-13.6pp | 71.7%-24.3pp | 69.9%-22.4pp |
| Annual return | -5.22% | -3.58%-1.6pp | 16.93%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $626 | $1,480-57.7% | $4,022-84.4% | $2,111-70.3% |
| Participant deferral / active EE | $3,036 | $2,521+20.4% | $3,344-9.2% | $3,350-9.4% |
| Admin fee / account holder | $30 | $480-93.8% | $5,019-99.4% | $521-94.3% |