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 99 | Other Fees | $21,429 |
PENSION PLAN SPECIALISTS, PC2 years Service code 49 · EIN 26-1570786 | Other Services | $4,533 |
Filed as: RAYMOND JAMES FINANCIAL Service code 99 · EIN 59-2937883 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Other Fees | $0 |
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 | $59,672 | $101,317-41.1% | $146,958-59.4% | $74,495-19.9% |
| Participation rate | 97.0% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 32.37% | 8730.91%-8698.5pp | 418.34%-386.0pp | 1364.94%-1332.6pp |
| Employer contribution / active EE | $3,701 | $3,810-2.9% | $4,933-25.0% | $2,623+41.1% |
| Participant deferral / active EE | $8,410 | $7,303+15.2% | $8,070+4.2% | $4,346+93.5% |
| Admin fee / account holder | $31 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |