Filed November 9, 2023
Total covered: 18 employees
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 FINANCIAL CENTER Service code 16 · EIN 59-1237041 | Consulting | $97,500 |
Filed as: MERRILL LYNCH TRUST COMPANY Service code 15 · EIN 13-5674085 | Recordkeeping | $34,580 |
PERKOWSKI & ASSOCIATES LLC2 years Service code 10 1011 HIGHWAY 71 · SPRING CITY, NJ 07762 | Accounting | $30,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $97,098 | $88,730+9.4% | $82,313+18.0% | $77,958+24.6% |
| Participation rate | 65.1% | 84.5%-19.4pp | 76.9%-11.8pp | 71.6%-6.5pp |
| Annual return | 16.91% | 20.88%-4.0pp | 25.88%-9.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,409 | $2,758-48.9% | $2,428-42.0% | $2,310-39.0% |
| Participant deferral / active EE | $4,064 | $4,634-12.3% | $3,706+9.7% | $3,537+14.9% |
| Admin fee / account holder | $88 | $74+19.4% | $5,608-98.4% | $97-9.3% |