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 SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $66,218 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,759 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | 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 | $128,096 | $73,638+74.0% | $95,952+33.5% | $73,488+74.3% |
| Participation rate | 96.8% | 76.2%+20.7pp | 77.1%+19.8pp | 70.7%+26.2pp |
| Annual return | 15.20% | 16.78%-1.6pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,010 | $1,863+7.9% | $2,541-20.9% | $2,270-11.4% |
| Participant deferral / active EE | $5,950 | $3,617+64.5% | $4,167+42.8% | $3,740+59.1% |
| Admin fee / account holder | $229 | $482-52.6% | $6,795-96.6% | $513-55.4% |