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 |
|---|---|---|
FIRST CLEARING LLC2+ years Service code 55 · EIN 23-2384840 | Other Commissions | $15,348 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER KAPLAN, ARASE Service code 64 · EIN 95-2036255 | Recordkeeping Fees | $8,500 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 55 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $7,745 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,454 | $56,277+41.2% | $80,975-1.9% | $62,891+26.3% |
| Participation rate | 78.1% | 69.0%+9.2pp | 75.8%+2.3pp | 69.3%+8.8pp |
| Annual return | 9.50% | 22.12%-12.6pp | 17.10%-7.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11,119 | $4,195+165.0% | $5,696+95.2% | $3,203+247.1% |
| Admin fee / account holder | $58 | $3,741-98.4% | $5,516-98.9% | $4,296-98.6% |