See peer percentile detail. $4.99 for your first month.
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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 13 · EIN 42-0127290 | Contract Administrator | $69,756 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $16,165 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 49 · EIN 59-1237041 | Other Services | $7,237 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,994 | $58,694+70.4% | $142,863-30.0% | $85,850+16.5% |
| Participation rate | 91.7% | 58.5%+33.2pp | 71.9%+19.7pp | 69.3%+22.4pp |
| Annual return | 19.64% | 27.72%-8.1pp | 5637.54%-5617.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,377 | $1,423-3.2% | $4,144-66.8% | $2,565-46.3% |
| Participant deferral / active EE | $3,440 | $2,607+31.9% | $3,837-10.4% | $3,952-13.0% |
| Admin fee / account holder | $640 | $4,239-84.9% | $6,560-90.2% | $6,260-89.8% |