Filed October 7, 2021 (most recent of 3 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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,679 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,965 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,305 | $59,417-49.0% | $93,606-67.6% | $74,495-59.3% |
| Participation rate | 82.4% | 59.7%+22.8pp | 68.7%+13.7pp | 67.2%+15.2pp |
| Annual return | 13.40% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $366 | $1,264-71.1% | $2,420-84.9% | $2,623-86.1% |
| Participant deferral / active EE | $2,944 | $3,050-3.5% | $4,411-33.3% | $4,346-32.3% |
| Admin fee / account holder | $160 | $3,021-94.7% | $8,285-98.1% | $1,942-91.7% |