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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $40,445 |
Filed as: BOBER MARKEY FEDOROVICH & CO. Service code 10 · EIN 34-1523030 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,659 | $45,031+172.4% | $84,966+44.4% | $77,643+58.0% |
| Participation rate | 95.2% | 48.7%+46.5pp | 67.5%+27.7pp | 70.6%+24.6pp |
| Annual return | 25.03% | 79.22%-54.2pp | 66.38%-41.4pp | 31.24%-6.2pp |
| Employer contribution / active EE | $4,603 | $1,609+186.0% | $2,727+68.8% | $2,726+68.9% |
| Participant deferral / active EE | $7,764 | $2,807+176.6% | $4,519+71.8% | $4,647+67.1% |
| Admin fee / account holder | $212 | $912-76.8% | $6,149-96.6% | $430-50.8% |