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 | $37,325 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,362 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $16,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,516 | $45,031-61.1% | $84,966-79.4% | $77,643-77.4% |
| Participation rate | 88.0% | 48.7%+39.3pp | 67.5%+20.5pp | 70.6%+17.4pp |
| Annual return | 11.92% | 79.22%-67.3pp | 66.38%-54.5pp | 31.24%-19.3pp |
| Employer contribution / active EE | $742 | $1,609-53.9% | $2,727-72.8% | $2,726-72.8% |
| Participant deferral / active EE | $1,782 | $2,807-36.5% | $4,519-60.6% | $4,647-61.7% |
| Admin fee / account holder | $161 | $912-82.4% | $6,149-97.4% | $430-62.6% |