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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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 99 | Other Fees | $64,988 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 190D SAUNDERSVILLE RD · HENDERSONVILLE, TN 37075 | Other Services | $6,502 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $5,177 |
Service code 99 · EIN 59-2937883 1033 DEMONBREUN ST · NASHVILLE, TN 37203 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,678 | $106,028-53.1% | $146,958-66.2% | $77,643-36.0% |
| Participation rate | 56.2% | 78.4%-22.1pp | 82.2%-25.9pp | 70.6%-14.4pp |
| Annual return | 24.00% | 56.73%-32.7pp | 418.34%-394.3pp | 31.24%-7.2pp |
| Employer contribution / active EE | $1,910 | $4,063-53.0% | $4,933-61.3% | $2,726-29.9% |
| Participant deferral / active EE | $3,858 | $7,990-51.7% | $8,070-52.2% | $4,647-17.0% |
| Admin fee / account holder | $289 | $337-14.5% | $12,998-97.8% | $430-32.9% |