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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,407 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,241 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,273 | $65,061-41.2% | $143,757-73.4% | $66,914-42.8% |
| Participation rate | 35.3% | 65.2%-29.8pp | 80.3%-45.0pp | 69.8%-34.5pp |
| Annual return | -15.82% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $473 | $2,361-80.0% | $4,951-90.5% | $2,544-81.4% |
| Participant deferral / active EE | $907 | $2,919-68.9% | $5,637-83.9% | $4,237-78.6% |
| Admin fee / account holder | $411 | $502-18.1% | $14,673-97.2% | $593-30.7% |