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 | $103,973 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,000 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 | Contract Administrator | $29,590 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,077 | $86,897+24.4% | $151,611-28.7% | $64,808+66.8% |
| Participation rate | 74.1% | 87.3%-13.2pp | 87.5%-13.4pp | 71.5%+2.6pp |
| Annual return | -13.28% | -3.57%-9.7pp | 3.33%-16.6pp | 32.82%-46.1pp |
| Employer contribution / active EE | $5,557 | $4,010+38.6% | $6,166-9.9% | $2,506+121.8% |
| Participant deferral / active EE | $6,442 | $6,690-3.7% | $8,363-23.0% | $4,310+49.5% |
| Admin fee / account holder | $272 | $153+78.2% | $11,616-97.7% | $188+45.1% |