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 AND ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $28,145 |
USI CONSULTING GROUP4 years Service code 14 · EIN 06-1053228 | Plan Administrator | $21,551 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $14,086 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,330 | $84,556+31.7% | $116,228-4.2% | $74,304+49.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 8.09% | 18.35%-10.3pp | 90.06%-82.0pp | 29.43%-21.3pp |
| Employer contribution / active EE | $1,033 | $2,168-52.4% | $2,994-65.5% | $2,241-53.9% |
| Participant deferral / active EE | $1,041 | $3,814-72.7% | $4,953-79.0% | $3,767-72.4% |
| Admin fee / account holder | $294 | $3,792-92.2% | $11,989-97.5% | $2,969-90.1% |