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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $30,287 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $82,029 | $58,879+39.3% | $178,490-54.0% | $73,488+11.6% |
| Participation rate | 64.8% | 66.2%-1.5pp | 81.9%-17.2pp | 70.7%-5.9pp |
| Annual return | 9.67% | 24.86%-15.2pp | 151.07%-141.4pp | 28.51%-18.8pp |
| Employer contribution / active EE | $156 | $2,236-93.0% | $5,011-96.9% | $2,270-93.1% |
| Participant deferral / active EE | $4,121 | $2,567+60.5% | $5,202-20.8% | $3,740+10.2% |
| Admin fee / account holder | $352 | $400-12.0% | $13,984-97.5% | $513-31.4% |