See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $44,405 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,046 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,359 | $50,637+25.1% | $86,590-26.8% | $62,292+1.7% |
| Participation rate | 80.8% | 67.9%+12.9pp | 73.5%+7.2pp | 69.5%+11.3pp |
| Annual return | 1.49% | 20.80%-19.3pp | 964.84%-963.4pp | 28.90%-27.4pp |
| Employer contribution / active EE | $5,146 | $2,075+148.0% | $2,839+81.2% | $2,042+152.0% |
| Participant deferral / active EE | $4,488 | $2,611+71.9% | $3,609+24.4% | $3,169+41.6% |
| Admin fee / account holder | $238 | $413-42.4% | $4,906-95.1% | $479-50.3% |