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 |
|---|---|---|
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWER 3 FL · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $40,092 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 11 · EIN 13-3180178 871 MOUNTAIN AVE · SPRINGFIELD, NJ 070813456 | Actuarial | $17,546 |
NATIONWIDE4 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $17,546 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,348 | $77,899-35.4% | $149,673-66.4% | $75,163-33.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.66% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,296 | $3,137+36.9% | $4,818-10.8% | $2,670+60.9% |
| Participant deferral / active EE | $3,980 | $3,411+16.7% | $5,680-29.9% | $4,125-3.5% |
| Admin fee / account holder | $299 | $5,956-95.0% | $13,210-97.7% | $5,651-94.7% |