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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $396 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $396 |
Service code 49 · EIN 64-0765749 | Other Services | $0 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 99 | Other Fees | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 · EIN 59-1199408 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $406,674 | $58,879+590.7% | $178,490+127.8% | $73,488+453.4% |
| Participation rate | 97.7% | 66.2%+31.5pp | 81.9%+15.8pp | 70.7%+27.0pp |
| Annual return | 19.16% | 24.86%-5.7pp | 151.07%-131.9pp | 28.51%-9.4pp |
| Employer contribution / active EE | $22,437 | $2,236+903.3% | $5,011+347.8% | $2,270+888.3% |
| Participant deferral / active EE | $12,649 | $2,567+392.7% | $5,202+143.2% | $3,740+238.2% |
| Admin fee / account holder | $934 | $400+133.3% | $13,984-93.3% | $513+82.0% |