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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $24,926 |
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,133 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $8,458 |
Employer contribution per participant 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 | $33,685 | $55,415-39.2% | $155,509-78.3% | $74,495-54.8% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.3pp | 67.2%+11.2pp |
| Annual return | 14.87% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $290 | $2,267-87.2% | $4,672-93.8% | $2,623-88.9% |
| Participant deferral / active EE | $2,655 | $2,836-6.4% | $5,626-52.8% | $4,346-38.9% |
| Admin fee / account holder | $126 | $1,738-92.7% | $15,912-99.2% | $1,942-93.5% |