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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBERG, FL 33716 | Advisory (Plan) | $29,291 |
PENSION PLAN SPECIALISTS, PC5+ years Service code 13 | Contract Administrator | $11,716 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,321 |
PENSION PLAN SPECIALISTS, PC5+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $900 |
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 | $50,647 | $40,174+26.1% | $84,015-39.7% | $67,579-25.1% |
| Participation rate | 59.3% | 62.7%-3.4pp | 69.0%-9.7pp | 71.3%-12.0pp |
| Annual return | 23.26% | 25.82%-2.6pp | 71.31%-48.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,395 | $808+72.7% | $1,983-29.7% | $2,148-35.0% |
| Participant deferral / active EE | $3,021 | $2,301+31.3% | $3,239-6.7% | $3,539-14.6% |
| Admin fee / account holder | $21 | $128-83.3% | $6,101-99.6% | $142-84.9% |