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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 27 PO BOX 12749 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $337,227 |
EMP ANNUITY INS CO OF AMERICA1+ years Filed as: EMP MANAGEMENT GROUP, LTD. Service code 16 4535 DRESSLER ROAD NW · CANTON, OH 44718 | Consulting | $100,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,593 |
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 | $152,294 | $37,213+309.3% | $156,549-2.7% | $63,975+138.1% |
| Participation rate | 97.0% | 65.0%+32.0pp | 84.0%+13.0pp | 71.1%+25.9pp |
| Annual return | 8.66% | 47.89%-39.2pp | 32.23%-23.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $14,625 | $1,357+977.8% | $5,501+165.8% | $2,182+570.3% |
| Participant deferral / active EE | $7,660 | $2,070+270.0% | $4,871+57.3% | $3,356+128.2% |
| Admin fee / account holder | $158 | $56+180.9% | $13,027-98.8% | $70+124.6% |