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 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,030 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,886 |
Service code 13 2 N RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $3,561 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $53,563 | $56,972-6.0% | $182,532-70.7% | $65,185-17.8% |
| Participation rate | 85.7% | 66.5%+19.2pp | 78.0%+7.7pp | 70.2%+15.5pp |
| Annual return | 20.73% | 27.67%-6.9pp | 148.54%-127.8pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,033 | $1,615-36.0% | $4,076-74.7% | $2,177-52.6% |
| Participant deferral / active EE | $4,922 | $3,526+39.6% | $5,524-10.9% | $3,514+40.1% |
| Admin fee / account holder | $188 | $528-64.4% | $8,592-97.8% | $847-77.8% |