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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,320 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, MD 549147503 | Contract Administrator | $12,014 |
APRIO LLP1 year Service code 99 PO BOX 117310 · ATLANTA, GA 30368 | Other Fees | $4,041 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,889 |
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 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 | $44,062 | $60,323-27.0% | $81,812-46.1% | $74,495-40.9% |
| Participation rate | 73.8% | 62.9%+10.9pp | 72.3%+1.4pp | 67.2%+6.5pp |
| Annual return | 11.36% | 16.90%-5.5pp | 773.79%-762.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,160 | $2,620-17.6% | $2,912-25.8% | $2,623-17.6% |
| Participant deferral / active EE | $2,942 | $3,387-13.1% | $4,319-31.9% | $4,346-32.3% |
| Admin fee / account holder | $6 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |