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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC. Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $22,682 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE UNIT 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,815 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,817 | $82,202-49.1% | $125,339-66.6% | $64,808-35.5% |
| Participation rate | 56.9% | 77.9%-21.0pp | 82.4%-25.5pp | 71.5%-14.6pp |
| Annual return | -18.45% | 3.48%-21.9pp | 572.05%-590.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,891 | $3,615-47.7% | $4,814-60.7% | $2,506-24.5% |
| Participant deferral / active EE | $3,863 | $7,175-46.2% | $7,446-48.1% | $4,310-10.4% |
| Admin fee / account holder | $278 | $163+70.4% | $10,010-97.2% | $188+48.1% |