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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.
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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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $30,440 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 12 · EIN 62-1868111 | Recordkeeping fees; Recordkeeping and... | $10,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,211 | $67,166-43.1% | $57,343-33.4% | $55,191-30.8% |
| Participation rate | 51.5% | 77.7%-26.2pp | 75.1%-23.6pp | 69.2%-17.7pp |
| Annual return | 0.70% | 4.22%-3.5pp | 24.39%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,549 | $2,812-44.9% | $2,689-42.4% | $1,899-18.4% |
| Participant deferral / active EE | $656 | $2,835-76.9% | $3,162-79.3% | $3,046-78.5% |
| Admin fee / account holder | $123 | $44+181.7% | $3,356-96.3% | $91+35.2% |