Filed November 3, 2020 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,362 |
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 | $93,924 | $45,602+106.0% | $117,472-20.0% | $66,914+40.4% |
| Participation rate | 57.4% | 57.6%-0.2pp | 70.6%-13.2pp | 69.8%-12.4pp |
| Annual return | -15.69% | -16.74%+1.0pp | 29.74%-45.4pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,325 | $1,579+47.2% | $4,176-44.3% | $2,544-8.6% |
| Participant deferral / active EE | $4,167 | $2,845+46.5% | $4,070+2.4% | $4,237-1.7% |
| Admin fee / account holder | $285 | $661-56.9% | $5,645-95.0% | $593-52.0% |