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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,784 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,232 |
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 | $46,788 | $62,928-25.6% | $172,739-72.9% | $67,579-30.8% |
| Participation rate | 83.3% | 64.5%+18.9pp | 82.6%+0.7pp | 71.3%+12.1pp |
| Annual return | 25.20% | 30.36%-5.2pp | 802.84%-777.6pp | 378.56%-353.4pp |
| Employer contribution / active EE | $1,124 | $1,636-31.3% | $5,143-78.2% | $2,148-47.7% |
| Participant deferral / active EE | $3,554 | $2,145+65.7% | $5,198-31.6% | $3,539+0.4% |
| Admin fee / account holder | $166 | $167-0.3% | $13,954-98.8% | $142+16.8% |