Filed May 11, 2023
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,952 |
PORTFOLIO EVALUATIONS, INC.6+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $13,000 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$66,003 |
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 | $144,174 | $100,801+43.0% | $149,696-3.7% | $73,409+96.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.75% | 265.34%-248.6pp | 276.60%-259.9pp | 59.29%-42.5pp |
| Employer contribution / active EE | $3,523 | $3,312+6.4% | $4,644-24.1% | $2,234+57.7% |
| Participant deferral / active EE | $11,813 | $6,404+84.5% | $6,842+72.7% | $3,805+210.4% |
| Admin fee / account holder | -$19 | $181-110.4% | $9,309-100.2% | $158-111.9% |