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 SERVICES4+ years Service code 50 7316 WISCONSIN AVE., SUITE 400 · BETHEDA, MD 20814 | Direct Payment | $30,000 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,561 |
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 | $103,699 | $73,102+41.9% | $123,544-16.1% | $56,287+84.2% |
| Participation rate | 82.5% | 74.3%+8.2pp | 82.3%+0.2pp | 69.9%+12.6pp |
| Annual return | -5.57% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $7,649 | $2,977+156.9% | $4,628+65.3% | $2,111+262.3% |
| Participant deferral / active EE | $7,705 | $5,423+42.1% | $6,426+19.9% | $3,350+130.0% |
| Admin fee / account holder | $135 | $554-75.7% | $9,284-98.5% | $521-74.2% |