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 · EIN 59-1237041 | Advisory (Plan) | $20,000 |
SELDEN FOX, LTD.1 year Filed as: SELDEN FOX, LTD Service code 10 · EIN 36-2985770 | Accounting | $6,750 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,914 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $110,291 | $72,404+52.3% | $110,2380% | $64,186+71.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.60% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,425 | $2,282+6.3% | $3,826-36.6% | $2,381+1.9% |
| Participant deferral / active EE | $9,797 | $3,469+182.4% | $4,672+109.7% | $3,470+182.4% |
| Admin fee / account holder | $274 | $5,664-95.2% | $8,547-96.8% | $4,888-94.4% |