Filed October 10, 2023 (most recent of 12 filings on file)
Total covered: 15 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $92,610 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $19,705 |
PENSIONS PLUS, INC.6 years Filed as: PENSIONS PLUS INC Service code 13 PO BOX 71427 · SALT LAKE CITY, UT 841710427 | Contract Administrator | $6,409 |
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 | $157,017 | $50,815+209.0% | $155,509+1.0% | $77,643+102.2% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 13.92% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $8,592 | $1,993+331.2% | $4,672+83.9% | $2,726+215.2% |
| Participant deferral / active EE | $5,203 | $2,822+84.4% | $5,626-7.5% | $4,647+12.0% |
| Admin fee / account holder | $326 | $437-25.3% | $15,912-97.9% | $430-24.2% |