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 | $206,386 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $10,000 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-1531281 | Advisory (Plan) | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,650 | $73,034-7.4% | $77,163-12.3% | $80,160-15.6% |
| Participation rate | 95.7% | 78.1%+17.6pp | 69.6%+26.1pp | 72.9%+22.8pp |
| Annual return | 21.32% | 18.56%+2.8pp | 37.87%-16.6pp | 40.38%-19.1pp |
| Employer contribution / active EE | $3,401 | $2,779+22.4% | $2,535+34.2% | $2,978+14.2% |
| Participant deferral / active EE | $6,263 | $4,140+51.3% | $3,833+63.4% | $5,017+24.8% |
| Admin fee / account holder | $130 | $104+25.6% | $5,472-97.6% | $145-10.1% |