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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,775 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,000 |
THE BENEFIT PRACTICE2 years Service code 13 · EIN 13-4144565 | Contract Administrator | $22,716 |
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 | $96,280 | $88,515+8.8% | $162,163-40.6% | $67,579+42.5% |
| Participation rate | 97.7% | 86.8%+10.9pp | 87.6%+10.2pp | 71.3%+26.4pp |
| Annual return | 23.31% | 27.04%-3.7pp | 115.59%-92.3pp | 378.56%-355.2pp |
| Employer contribution / active EE | $5,627 | $3,563+57.9% | $5,614+0.2% | $2,148+162.0% |
| Participant deferral / active EE | $6,381 | $5,724+11.5% | $7,298-12.6% | $3,539+80.3% |
| Admin fee / account holder | $235 | $124+89.9% | $10,843-97.8% | $142+65.1% |