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 |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 | Bank Trustee | $151,300 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 21 · EIN 59-1237041 | Bank Trustee | $48,957 |
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 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 | $46,935 | $67,598-30.6% | $75,886-38.2% | $77,787-39.7% |
| Participation rate | 66.1% | 69.6%-3.5pp | 69.3%-3.2pp | 73.2%-7.1pp |
| Annual return | 20.85% | 23.18%-2.3pp | 30.76%-9.9pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,238 | $2,430-49.0% | $2,500-50.5% | $2,504-50.6% |
| Participant deferral / active EE | $2,813 | $3,502-19.7% | $3,603-21.9% | $3,967-29.1% |
| Admin fee / account holder | $208 | $96+115.6% | $5,418-96.2% | $100+107.5% |