Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $415,528 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 70 · EIN 59-2937883 | Consulting Fees | $27,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,654 | $53,565-65.2% | $172,739-89.2% | $82,204-77.3% |
| Participation rate | 96.6% | 69.6%+26.9pp | 82.6%+13.9pp | 73.4%+23.2pp |
| Annual return | 20.98% | 31.42%-10.4pp | 802.84%-781.9pp | 26.31%-5.3pp |
| Employer contribution / active EE | $2,638 | $1,857+42.1% | $5,143-48.7% | $2,707-2.6% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $73 | $61+18.7% | $13,954-99.5% | $76-3.7% |