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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 | Contract Administrator | $34,586 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-2937883 10883 PEARLY ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $12,669 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,513 | $79,171-46.3% | $102,423-58.5% | $74,495-42.9% |
| Participation rate | 75.4% | 74.8%+0.6pp | 76.5%-1.1pp | 67.2%+8.2pp |
| Annual return | 13.96% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,270 | $2,362-46.2% | $3,023-58.0% | $2,623-51.6% |
| Participant deferral / active EE | $3,295 | $4,415-25.4% | $5,053-34.8% | $4,346-24.2% |
| Admin fee / account holder | $307 | $2,001-84.7% | $9,451-96.8% | $1,942-84.2% |