Filed March 5, 2021 (most recent of 2 filings on file)
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 SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $38,897 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES Service code 55 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Other Commissions | $15,541 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $33,457 | $63,905-47.6% | $74,183-54.9% | $57,658-42.0% |
| Participation rate | 94.8% | 79.8%+15.0pp | 76.6%+18.2pp | 70.2%+24.6pp |
| Annual return | 8.57% | 60.60%-52.0pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $779 | $1,840-57.6% | $2,370-67.1% | $1,974-60.5% |
| Participant deferral / active EE | $2,980 | $3,448-13.6% | $3,550-16.1% | $3,061-2.6% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |