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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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 33 · EIN 59-2937883 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Securities brokerage; Participant com... | $18,955 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,539 | $47,126-64.9% | $149,673-89.0% | $74,419-77.8% |
| Participation rate | 46.5% | 63.4%-16.9pp | 78.8%-32.3pp | 70.7%-24.3pp |
| Annual return | 17.26% | 22.75%-5.5pp | 134.42%-117.2pp | 34.38%-17.1pp |
| Employer contribution / active EE | $155 | $1,905-91.9% | $4,818-96.8% | $2,637-94.1% |
| Participant deferral / active EE | $1,122 | $2,728-58.9% | $5,680-80.2% | $4,528-75.2% |
| Admin fee / account holder | $67 | $343-80.5% | $13,210-99.5% | $348-80.8% |