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 FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,270 |
Service code 10 · EIN 95-2771605 | Accounting | $13,475 |
Employer 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.)
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 | $71,827 | $85,766-16.3% | $136,294-47.3% | $70,131+2.4% |
| Participation rate | 76.1% | 74.2%+1.9pp | 81.9%-5.8pp | 69.5%+6.5pp |
| Annual return | 20.63% | 31.45%-10.8pp | 5155.94%-5135.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,734 | $5,051-26.1% | $6,247-40.2% | $3,332+12.1% |
| Admin fee / account holder | $307 | $5,420-94.3% | $9,243-96.7% | $4,645-93.4% |