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 | $43,917 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 | Other Services | $19,644 |
Service code 49 · EIN 59-1531281 | Other Services | $6,935 |
Filed as: RAYMOND JAMES INSURANCE GROUPS INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,567 | $63,114-37.3% | $92,893-57.4% | $65,185-39.3% |
| Participation rate | 78.6% | 68.8%+9.8pp | 76.0%+2.6pp | 70.2%+8.4pp |
| Annual return | 20.95% | 28.75%-7.8pp | 109.41%-88.5pp | 29.38%-8.4pp |
| Employer contribution / active EE | $512 | $2,571-80.1% | $3,653-86.0% | $2,177-76.5% |
| Participant deferral / active EE | $2,046 | $3,108-34.2% | $4,236-51.7% | $3,514-41.8% |
| Admin fee / account holder | $282 | $624-54.8% | $5,794-95.1% | $847-66.7% |