Filed May 11, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142016000 | Recordkeeping | $1,647 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,560 | $59,263-88.9% | $96,562-93.2% | $79,386-91.7% |
| Participation rate | 73.7% | 61.9%+11.8pp | 69.8%+3.9pp | 70.7%+3.0pp |
| Annual return | 10.55% | 27.07%-16.5pp | 37.78%-27.2pp | 116.85%-106.3pp |
| Employer contribution / active EE | $454 | $1,216-62.6% | $2,356-80.7% | $2,427-81.3% |
| Participant deferral / active EE | $1,227 | $2,948-58.4% | $3,849-68.1% | $4,046-69.7% |
| Admin fee / account holder | $80 | $658-87.8% | $6,181-98.7% | $626-87.2% |