See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $11,902 |
Service code 49 · EIN 04-1590850 | Other Services | $1,345 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,603 | $76,000-42.6% | $154,107-71.7% | $64,186-32.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.16% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $177 | $3,351-94.7% | $5,298-96.7% | $2,381-92.5% |
| Participant deferral / active EE | $2,321 | $3,175-26.9% | $5,081-54.3% | $3,470-33.1% |
| Admin fee / account holder | $15 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |