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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 23 PUBLIC SQUARE, SUITE 450 · BELLEVILLE, IL 62220 | Advisory (Participants) | $17,974 |
MASTER BENEFIT GROUP, INC.2 years Service code 49 · EIN 43-1585882 11166 TESSON FERRY ROAD, SUITE 205 · ST. LOUIS, MO 631236966 | Other Services | $3,922 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARH AND MANAGEMENT CO Service code 60 | Sub-TA Fees | $3,595 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 60 · EIN 95-1411037 3500 WISEMAN BLVD. · SAN ANTONIO, TX 782514321 | Sub-TA Fees | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,553 | $63,442-36.1% | $68,791-41.1% | $66,914-39.4% |
| Participation rate | 58.8% | 60.0%-1.1pp | 69.0%-10.2pp | 69.8%-11.0pp |
| Annual return | -17.09% | -8.29%-8.8pp | -6.38%-10.7pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,505 | $1,775-15.2% | $2,655-43.3% | $2,544-40.8% |
| Participant deferral / active EE | $2,657 | $2,945-9.8% | $3,941-32.6% | $4,237-37.3% |
| Admin fee / account holder | $29 | $577-95.0% | $4,932-99.4% | $593-95.2% |