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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,463 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $18,000 |
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).
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 | $221,574 | $75,388+193.9% | $123,544+79.3% | $55,725+297.6% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.3%+10.4pp | 70.9%+21.8pp |
| Annual return | -4.75% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $10,353 | $5,651+83.2% | $6,426+61.1% | $3,356+208.5% |
| Admin fee / account holder | $96 | $120-19.7% | $9,284-99.0% | $115-16.5% |