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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 10883 PEARL ROAD, SUITE 202 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $19,308 |
NOBLE-DAVIS CONSULTING, INC.2 years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $14,130 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,723 | $45,825-0.2% | $90,645-49.6% | $56,287-18.8% |
| Participation rate | 61.1% | 66.7%-5.6pp | 74.0%-12.9pp | 69.9%-8.8pp |
| Annual return | 0.99% | 38.64%-37.7pp | 1.88%-0.9pp | -9.96%+10.9pp |
| Employer contribution / active EE | $1,623 | $1,372+18.3% | $2,532-35.9% | $2,111-23.1% |
| Participant deferral / active EE | $2,020 | $2,562-21.2% | $3,425-41.0% | $3,350-39.7% |
| Admin fee / account holder | $376 | $413-8.9% | $4,994-92.5% | $521-27.9% |