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 SERVICES8+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $284,498 |
PASI, LLC8+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $44,110 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $37,607 |
Filed as: HACKER, JOHNSON & SMITH, PA Service code 10 · EIN 59-2153385 | Accounting | $11,000 |
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 | $116,345 | $82,202+41.5% | $125,339-7.2% | $64,808+79.5% |
| Participation rate | 77.8% | 77.9%-0.1pp | 82.4%-4.6pp | 71.5%+6.3pp |
| Annual return | -15.57% | 3.48%-19.1pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,882 | $3,615+62.7% | $4,814+22.2% | $2,506+134.7% |
| Participant deferral / active EE | $7,112 | $7,175-0.9% | $7,446-4.5% | $4,310+65.0% |
| Admin fee / account holder | $602 | $163+268.5% | $10,010-94.0% | $188+220.4% |