Filed November 27, 2023 (most recent of 4 filings on file)
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 SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $25,000 |
Service code 49 · EIN 04-1590850 | Other Services | $3,748 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE3 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,135 | $61,473+6.0% | $81,930-20.5% | $73,409-11.3% |
| Participation rate | 92.7% | 72.4%+20.3pp | 72.0%+20.7pp | 72.2%+20.6pp |
| Annual return | 11.10% | 28.26%-17.2pp | 29.49%-18.4pp | 59.29%-48.2pp |
| Employer contribution / active EE | $426 | $1,898-77.5% | $4,310-90.1% | $2,234-80.9% |
| Participant deferral / active EE | $1,359 | $3,080-55.9% | $7,107-80.9% | $3,805-64.3% |
| Admin fee / account holder | $10 | $125-92.1% | $5,158-99.8% | $158-93.7% |