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 FIN SERV ADVISORS Service code 27 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWER 3 FL · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $28,661 |
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,059 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 11 · EIN 13-3180178 871 MOUNTAIN AVE · SPRINGFIELD, NJ 070813456 | Actuarial | $6,507 |
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 | $56,470 | $91,190-38.1% | $178,490-68.4% | $79,858-29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.08% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,580 | $3,256+40.7% | $5,011-8.6% | $2,471+85.4% |
| Participant deferral / active EE | $3,687 | $3,236+13.9% | $5,202-29.1% | $3,740-1.4% |
| Admin fee / account holder | $282 | $6,751-95.8% | $13,984-98.0% | $5,306-94.7% |