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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,183 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,000 |
THE BENEFIT PRACTICE1 year Service code 13 · EIN 13-4144565 | Contract Administrator | $21,641 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,700 | $80,005-5.4% | $140,016-45.9% | $55,725+35.8% |
| Participation rate | 96.6% | 87.0%+9.6pp | 87.5%+9.1pp | 70.9%+25.7pp |
| Annual return | -7.64% | 0.46%-8.1pp | 651.12%-658.8pp | 244.93%-252.6pp |
| Employer contribution / active EE | $6,603 | $3,403+94.0% | $5,606+17.8% | $2,078+217.7% |
| Participant deferral / active EE | $5,525 | $5,264+5.0% | $6,927-20.2% | $3,356+64.7% |
| Admin fee / account holder | $224 | $116+93.3% | $10,705-97.9% | $115+94.2% |