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 & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $98,828 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,516 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,181 | $96,484+69.1% | $156,263+4.4% | $74,304+119.6% |
| Participation rate | 93.7% | 67.7%+26.1pp | 78.9%+14.8pp | 60.3%+33.4pp |
| Annual return | 13.42% | 17.73%-4.3pp | 59.47%-46.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,804 | $2,528-28.7% | $4,333-58.4% | $2,241-19.5% |
| Participant deferral / active EE | $4,983 | $4,286+16.2% | $6,158-19.1% | $3,767+32.3% |
| Admin fee / account holder | $98 | $3,728-97.4% | $14,255-99.3% | $2,969-96.7% |