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) | $53,855 |
Filed as: BOBER MARKEY FEDOROVICH & CO. Service code 10 · EIN 34-1523030 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,203 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,250 | $42,886+231.7% | $88,946+59.9% | $85,563+66.3% |
| Participation rate | 99.6% | 37.9%+61.7pp | 68.8%+30.8pp | 66.0%+33.7pp |
| Annual return | 11.10% | 44.56%-33.5pp | 57.82%-46.7pp | 31.51%-20.4pp |
| Employer contribution / active EE | $5,266 | $1,147+359.2% | $2,555+106.1% | $2,654+98.5% |
| Participant deferral / active EE | $8,954 | $2,108+324.8% | $4,581+95.4% | $4,375+104.6% |
| Admin fee / account holder | $268 | $2,263-88.2% | $8,261-96.8% | $834-67.9% |