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) | $22,756 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,157 |
Service code 13 2 N RIVERSIDE PLAZA, SUITE 1230 · CHICAGO, IL 60606 | Contract Administrator | $13,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,740 | $62,132+5.8% | $185,823-64.6% | $73,488-10.5% |
| Participation rate | 85.3% | 67.8%+17.5pp | 78.0%+7.3pp | 70.7%+14.7pp |
| Annual return | 16.47% | 20.44%-4.0pp | 35.95%-19.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,151 | $1,681-31.6% | $4,087-71.9% | $2,270-49.3% |
| Participant deferral / active EE | $5,526 | $3,711+48.9% | $5,632-1.9% | $3,740+47.8% |
| Admin fee / account holder | $390 | $419-6.8% | $9,500-95.9% | $513-24.0% |