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 5-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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 20-0937408 | Recordkeeping | $24,578 |
TAYLOR SECURITIES5+ years Filed as: TAYLOR SECURITIES, INC. Service code 27 · EIN 62-1254593 | Advisory (Plan) | $17,147 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $13,992 |
PROACCOUNT2 years Service code 27 · EIN 73-0988442 | Advisory (Plan) | $1,290 |
THE PENSION SOURCE, INC.1 year Service code 17 · EIN 65-0420375 | Pension Consulting | $700 |
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED RETIREMENT SOLUTIONS Service code 13 · EIN 62-1281073 | Contract Administrator | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,052 | $87,870-22.6% | $113,168-39.9% | $74,304-8.4% |
| Participation rate | 61.9% | 70.7%-8.9pp | 76.6%-14.7pp | 60.3%+1.5pp |
| Annual return | 15.69% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,473 | $2,277-35.3% | $2,975-50.5% | $2,241-34.3% |
| Participant deferral / active EE | $3,355 | $4,241-20.9% | $5,107-34.3% | $3,767-10.9% |
| Admin fee / account holder | $282 | $3,368-91.6% | $12,068-97.7% | $2,969-90.5% |