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 |
|---|---|---|
Service code 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $49,173 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 101 S. MAIN STREET, SUITE 301 · DECATUR, IL 62523 | Advisory (Plan) | $39,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,225 | $46,732+287.8% | $156,549+15.8% | $55,167+228.5% |
| Participation rate | 97.5% | 65.8%+31.7pp | 84.0%+13.4pp | 69.0%+28.5pp |
| Annual return | 9.94% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $9,447 | $2,105+348.8% | $5,501+71.7% | $1,963+381.4% |
| Participant deferral / active EE | $6,161 | $2,204+179.5% | $4,871+26.5% | $3,054+101.7% |
| Admin fee / account holder | $378 | $418-9.7% | $13,027-97.1% | $504-25.0% |