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 | $201,524 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1531281 | Advisory (Plan) | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,569 | $61,756-11.6% | $70,092-22.1% | $77,904-30.0% |
| Participation rate | 94.9% | 79.9%+15.0pp | 70.5%+24.4pp | 73.7%+21.2pp |
| Annual return | -16.74% | -11.86%-4.9pp | 190.73%-207.5pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,104 | $2,706+14.7% | $2,559+21.3% | $2,848+9.0% |
| Participant deferral / active EE | $5,888 | $3,977+48.0% | $3,849+53.0% | $4,806+22.5% |
| Admin fee / account holder | $140 | $101+38.6% | $6,267-97.8% | $133+6.0% |