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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 55 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $30,766 |
Filed as: JONES AND KIRKPATRICK Service code 16 · EIN 63-1128147 | Consulting | $15,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,150 | $75,183-43.9% | $123,892-66.0% | $55,167-23.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 81.4%+7.5pp | 69.0%+19.9pp |
| Annual return | 7.41% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,386 | $2,823-50.9% | $4,617-70.0% | $1,963-29.4% |
| Participant deferral / active EE | $3,395 | $5,084-33.2% | $5,984-43.3% | $3,054+11.2% |
| Admin fee / account holder | $59 | $663-91.1% | $8,357-99.3% | $504-88.3% |