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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,341 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,717 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,483 | $106,028+53.2% | $146,958+10.6% | $77,643+109.3% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.7pp | 70.6%+27.2pp |
| Annual return | 15.55% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $4,665 | $4,063+14.8% | $4,933-5.4% | $2,726+71.1% |
| Participant deferral / active EE | $13,149 | $7,990+64.6% | $8,070+62.9% | $4,647+182.9% |
| Admin fee / account holder | $127 | $337-62.3% | $12,998-99.0% | $430-70.5% |