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 ADVISORS Service code 22 | Insurance Broker | $7,860 |
ACUFF & ASSOCIATES, INC.1 year Service code 49 · EIN 62-1477251 | Other Services | $6,725 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $5,508 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $546 |
Service code 22 · EIN 59-1237041 | Insurance Broker | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,951 | $79,523-12.0% | $140,016-50.0% | $56,287+24.3% |
| Participation rate | 76.4% | 85.7%-9.3pp | 87.5%-11.1pp | 69.9%+6.5pp |
| Annual return | -14.66% | 2.39%-17.0pp | 651.12%-665.8pp | -9.96%-4.7pp |
| Employer contribution / active EE | $984 | $3,350-70.6% | $5,606-82.4% | $2,111-53.4% |
| Participant deferral / active EE | $2,111 | $5,129-58.8% | $6,927-69.5% | $3,350-37.0% |
| Admin fee / account holder | $53 | $614-91.4% | $10,705-99.5% | $521-89.8% |