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 13 · EIN 42-0127290 | Contract Administrator | $128,514 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 27 | Advisory (Plan) | $65,699 |
Filed as: PENTEC PENSION MANAGEMENT Service code 49 · EIN 75-2776689 | Other Services | $24,751 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
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 | $109,941 | $55,416+98.4% | $75,972+44.7% | $77,643+41.6% |
| Participation rate | 87.9% | 63.6%+24.3pp | 69.1%+18.8pp | 70.6%+17.3pp |
| Annual return | 15.55% | 17.07%-1.5pp | 359.55%-344.0pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,517 | $1,788+96.7% | $2,685+31.0% | $2,726+29.0% |
| Participant deferral / active EE | $7,650 | $3,447+121.9% | $4,255+79.8% | $4,647+64.6% |
| Admin fee / account holder | $394 | $414-4.9% | $6,467-93.9% | $430-8.5% |