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 99 · EIN 59-2937883 | Other Fees | $58,709 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17,622 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,372 |
Filed as: VOYA FINANCIAL PARTNERS Service code 56 · EIN 06-1375177 | Non-monetary compensation | $0 |
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 | $125,919 | $79,519+58.4% | $95,952+31.2% | $73,409+71.5% |
| Participation rate | 99.5% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 16.07% | 19.20%-3.1pp | 91.61%-75.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,621 | $2,048+28.0% | $2,541+3.1% | $2,234+17.3% |
| Participant deferral / active EE | $3,442 | $4,138-16.8% | $4,167-17.4% | $3,805-9.6% |
| Admin fee / account holder | $53 | $184-71.0% | $6,795-99.2% | $158-66.2% |