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 49 · EIN 04-1590850 | Other Services | $67,169 |
Filed as: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $20,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $10,700 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER4 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
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.
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 | $140,199 | $54,590+156.8% | $81,930+71.1% | $73,488+90.8% |
| Participation rate | 88.7% | 68.3%+20.4pp | 72.0%+16.7pp | 70.7%+18.1pp |
| Annual return | 10.58% | 17.74%-7.2pp | 29.49%-18.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $4,292 | $1,636+162.4% | $4,310-0.4% | $2,270+89.1% |
| Participant deferral / active EE | $5,913 | $2,759+114.3% | $7,107-16.8% | $3,740+58.1% |
| Admin fee / account holder | $616 | $592+4.0% | $5,158-88.1% | $513+20.0% |