Filed April 30, 2024 (most recent of 12 filings on file)
Total covered: 3 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FINANCIAL SERV ADV Service code 26 · EIN 59-2937883 10883 PEARL ROAD, SUITE 302 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $46,209 |
Service code 10 · EIN 34-1523030 3421 RIDGEWOOD ROAD, SUITE 300 · AKRON, OH 44333 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $0 |
NOBLE-DAVIS CONSULTING, INC.7+ years Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,974 | $34,677+162.3% | $77,024+18.1% | $64,808+40.4% |
| Participation rate | 94.3% | 49.8%+44.5pp | 67.9%+26.4pp | 71.5%+22.8pp |
| Annual return | -10.56% | -5.33%-5.2pp | 42.32%-52.9pp | 32.82%-43.4pp |
| Employer contribution / active EE | $3,583 | $1,370+161.6% | $2,812+27.4% | $2,506+43.0% |
| Participant deferral / active EE | $6,977 | $2,556+172.9% | $4,426+57.6% | $4,310+61.9% |
| Admin fee / account holder | $274 | $179+53.7% | $5,425-94.9% | $188+46.1% |