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 | $78,798 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,000 |
THE BENEFIT PRACTICE3 years Service code 13 · EIN 13-4144565 | Contract Administrator | $21,190 |
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 | $126,448 | $111,608+13.3% | $177,821-28.9% | $73,409+72.3% |
| Participation rate | 89.3% | 87.9%+1.4pp | 87.7%+1.5pp | 72.2%+17.1pp |
| Annual return | 16.72% | 18.23%-1.5pp | 48.32%-31.6pp | 59.29%-42.6pp |
| Employer contribution / active EE | $6,418 | $3,796+69.1% | $5,918+8.4% | $2,234+187.3% |
| Participant deferral / active EE | $7,109 | $6,199+14.7% | $7,714-7.8% | $3,805+86.8% |
| Admin fee / account holder | $262 | $166+58.2% | $12,427-97.9% | $158+65.9% |