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) | $35,580 |
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,603 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 11 · EIN 13-3180178 871 MOUNTAIN AVE · SPRINGFIELD, NJ 070813456 | Actuarial | $8,967 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,716 | $73,867-35.4% | $143,757-66.8% | $68,494-30.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.91% | 1.01%-13.9pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $4,368 | $3,184+37.2% | $4,951-11.8% | $2,596+68.2% |
| Participant deferral / active EE | $4,061 | $3,384+20.0% | $5,637-28.0% | $4,027+0.8% |
| Admin fee / account holder | $285 | $5,755-95.0% | $14,673-98.1% | $5,403-94.7% |