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 Service code 99 · EIN 59-2937883 | Other Fees | $41,221 |
Service code 49 | Other Services | $4,968 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $1,208 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,596 | $39,019+165.5% | $80,716+28.3% | $85,850+20.7% |
| Participation rate | 71.6% | 41.5%+30.0pp | 54.2%+17.4pp | 69.3%+2.3pp |
| Annual return | 13.18% | 26.27%-13.1pp | 87.28%-74.1pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,128 | $722+333.3% | $1,160+169.7% | $2,565+22.0% |
| Participant deferral / active EE | $6,670 | $1,326+403.2% | $2,146+210.9% | $3,952+68.8% |
| Admin fee / account holder | -$17 | $2,431-100.7% | $3,380-100.5% | $6,260-100.3% |