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 | $109,178 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,458 |
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 | $170,513 | $60,323+182.7% | $81,812+108.4% | $74,495+128.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.18% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $6,615 | $2,620+152.5% | $2,912+127.2% | $2,623+152.2% |
| Participant deferral / active EE | $11,059 | $3,387+226.5% | $4,319+156.1% | $4,346+154.5% |
| Admin fee / account holder | $678 | $1,486-54.4% | $7,386-90.8% | $1,942-65.1% |