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) | $80,992 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $55,874 |
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 | $82,916 | $42,810+93.7% | $169,463-51.1% | $55,725+48.8% |
| Participation rate | 92.7% | 64.7%+28.0pp | 77.8%+14.9pp | 70.9%+21.9pp |
| Annual return | -4.15% | -3.61%-0.5pp | 1.83%-6.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,279 | $1,402+62.5% | $4,159-45.2% | $2,078+9.6% |
| Participant deferral / active EE | $5,114 | $3,141+62.8% | $5,277-3.1% | $3,356+52.4% |
| Admin fee / account holder | $157 | $106+47.1% | $9,109-98.3% | $115+36.0% |