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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $39,433 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,651 | $74,347+65.0% | $93,606+31.0% | $67,579+81.5% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 18.28% | 28.07%-9.8pp | 32.76%-14.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $4,340 | $2,583+68.0% | $2,718+59.7% | $2,148+102.0% |
| Participant deferral / active EE | $9,976 | $4,060+145.7% | $4,069+145.2% | $3,539+181.9% |
| Admin fee / account holder | $174 | $123+42.1% | $7,888-97.8% | $142+22.6% |