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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $56,588 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,912 |
PLANNING CORPORATION OF AMERICA1+ years Service code 49 · EIN 73-1324768 | Other Services | $10,145 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,709 | $86,791-42.7% | $115,037-56.8% | $59,188-16.0% |
| Participation rate | 86.6% | 72.8%+13.8pp | 81.4%+5.3pp | 69.4%+17.2pp |
| Annual return | 5.54% | 4.44%+1.1pp | 26.14%-20.6pp | 5.51%0pp |
| Employer contribution / active EE | $125 | $2,950-95.8% | $4,608-97.3% | $2,098-94.0% |
| Participant deferral / active EE | $7,557 | $5,298+42.6% | $6,026+25.4% | $3,265+131.5% |
| Admin fee / account holder | $17 | $95-82.0% | $8,175-99.8% | $92-81.5% |