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 13 · EIN 42-0127290 | Contract Administrator | $74,115 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,446 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $15,080 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,580 | $46,674+83.4% | $117,472-27.1% | $68,494+24.9% |
| Participation rate | 90.5% | 56.8%+33.8pp | 70.6%+19.9pp | 67.9%+22.6pp |
| Annual return | -12.16% | -14.52%+2.4pp | 29.74%-41.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,578 | $1,505+4.9% | $4,176-62.2% | $2,596-39.2% |
| Participant deferral / active EE | $4,017 | $2,636+52.4% | $4,070-1.3% | $4,027-0.3% |
| Admin fee / account holder | $662 | $4,020-83.5% | $5,645-88.3% | $5,403-87.8% |