Filed July 10, 2023 (most recent of 2 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,689 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,634 |
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 | $145,006 | $58,264+148.9% | $86,612+67.4% | $71,457+102.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 19.16% | 21.63%-2.5pp | 591.07%-571.9pp | 28.85%-9.7pp |
| Employer contribution / active EE | $7,162 | $2,574+178.2% | $3,022+136.9% | $2,588+176.8% |
| Participant deferral / active EE | $10,199 | $3,436+196.8% | $4,438+129.8% | $4,289+137.8% |
| Admin fee / account holder | $545 | $1,057-48.4% | $5,614-90.3% | $1,587-65.7% |