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 SERVICES6+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $229,338 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $47,687 |
PASI, LLC6+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $46,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,181 | $100,801-10.5% | $149,696-39.8% | $73,409+22.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.77% | 265.34%-248.6pp | 276.60%-259.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $7,361 | $3,312+122.3% | $4,644+58.5% | $2,234+229.6% |
| Participant deferral / active EE | $7,861 | $6,404+22.8% | $6,842+14.9% | $3,805+106.6% |
| Admin fee / account holder | $397 | $181+119.8% | $9,309-95.7% | $158+151.6% |