Filed June 16, 2025 (most recent of 4 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $224,568 |
PASI, LLC5+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $45,368 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $38,153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,671 | $88,122+6.3% | $141,162-33.6% | $67,579+38.6% |
| Participation rate | 75.2% | 76.5%-1.2pp | 82.5%-7.2pp | 71.3%+4.0pp |
| Annual return | 22.97% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $5,626 | $3,224+74.5% | $4,735+18.8% | $2,148+162.0% |
| Participant deferral / active EE | $6,251 | $5,958+4.9% | $6,709-6.8% | $3,539+76.6% |
| Admin fee / account holder | $504 | $131+285.2% | $10,261-95.1% | $142+254.4% |