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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0646988 | Advisory (Plan) | $58,673 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $40,127 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $7,719 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,319 | $55,415+239.8% | $155,509+21.1% | $74,495+152.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.79% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $11,740 | $2,267+417.8% | $4,672+151.3% | $2,623+347.6% |
| Participant deferral / active EE | $7,495 | $2,836+164.3% | $5,626+33.2% | $4,346+72.5% |
| Admin fee / account holder | $624 | $1,738-64.1% | $15,912-96.1% | $1,942-67.9% |