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 |
|---|---|---|
HOWARD LLP2 years Service code 15 · EIN 20-2257536 | Recordkeeping | $9,207 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,665 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: RAYMOND JAMES Service code 49 5847 SAN FELIPE ROAD SUITE 1400 · HOUSTON, TX 77057 | Other Services | $0 |
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 | $99,923 | $86,332+15.7% | $125,175-20.2% | $65,185+53.3% |
| Participation rate | 93.3% | 75.3%+18.0pp | 79.8%+13.5pp | 70.2%+23.1pp |
| Annual return | 21.00% | 27.43%-6.4pp | 43.79%-22.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,907 | $2,040+42.5% | $3,865-24.8% | $2,177+33.6% |
| Participant deferral / active EE | $3,303 | $3,537-6.6% | $4,937-33.1% | $3,514-6.0% |
| Admin fee / account holder | $90 | $609-85.2% | $9,702-99.1% | $847-89.4% |