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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 | Other Services | $45,882 |
QBI, LLC5 years Filed as: QBI LLC Service code 49 | Other Services | $9,102 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,298 |
QBI, LLC6+ years Service code 49 · EIN 26-2768667 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $0 |
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 | $133,024 | $99,957+33.1% | $149,696-11.1% | $73,488+81.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 82.5%-7.5pp | 70.7%+4.3pp |
| Annual return | 13.83% | 53.87%-40.0pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,339 | $6,073+4.4% | $6,842-7.3% | $3,740+69.5% |
| Admin fee / account holder | $39 | $551-92.9% | $9,309-99.6% | $513-92.4% |