Filed March 11, 2025
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 60 · EIN 04-2647786 | Sub-TA Fees | $47,776 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH FINANCIAL Service code 27 · EIN 42-6715571 | Advisory (Plan) | $45,000 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 61 880 CARILLON PKWY · ST PETERSBERG, FL 33176 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,642 | $54,392-63.9% | $84,750-76.8% | $63,975-69.3% |
| Participation rate | 92.5% | 76.9%+15.6pp | 76.6%+15.9pp | 71.1%+21.4pp |
| Annual return | 8.07% | 611.38%-603.3pp | 22.78%-14.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $712 | $2,943-75.8% | $3,574-80.1% | $2,182-67.4% |
| Participant deferral / active EE | $2,598 | $2,593+0.2% | $3,712-30.0% | $3,356-22.6% |
| Admin fee / account holder | $62 | $136-54.2% | $5,332-98.8% | $70-11.8% |