Filed May 11, 2023 (most recent of 2 filings on file)
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 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142016000 | Recordkeeping | $7,416 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $6,375 |
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 | $8,455 | $59,417-85.8% | $93,606-91.0% | $74,495-88.6% |
| Participation rate | 79.7% | 59.7%+20.0pp | 68.7%+11.0pp | 67.2%+12.5pp |
| Annual return | 10.80% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $455 | $1,264-64.0% | $2,420-81.2% | $2,623-82.7% |
| Participant deferral / active EE | $1,432 | $3,050-53.0% | $4,411-67.5% | $4,346-67.0% |
| Admin fee / account holder | $139 | $3,021-95.4% | $8,285-98.3% | $1,942-92.9% |