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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $44,030 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $24,582 |
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 | $118,590 | $59,328+99.9% | $118,925-0.3% | $73,488+61.4% |
| Participation rate | 96.0% | 62.3%+33.7pp | 75.4%+20.6pp | 70.7%+25.4pp |
| Annual return | 4.78% | 19.13%-14.4pp | 35.88%-31.1pp | 28.51%-23.7pp |
| Employer contribution / active EE | $11,566 | $1,803+541.3% | $3,263+254.5% | $2,270+409.5% |
| Participant deferral / active EE | $3,997 | $2,604+53.5% | $4,265-6.3% | $3,740+6.9% |
| Admin fee / account holder | $343 | $600-42.9% | $6,581-94.8% | $513-33.1% |