Filed June 2, 2022
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 5-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $5,008 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COKUMBUS, OH 43215 | Recordkeeping | $3,144 |
NEXUS ADMINISTRATORS, INC.1+ years Service code 13 · EIN 77-0586222 7525 NORTH CEDAR AVENUE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $589 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,508 | $66,124-81.1% | $90,404-86.2% | $73,488-83.0% |
| Participation rate | 74.0% | 69.7%+4.3pp | 72.7%+1.3pp | 70.7%+3.3pp |
| Annual return | 0.00% | 17.65%-17.7pp | 1293.02%-1293.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $95 | $2,346-96.0% | $3,262-97.1% | $2,270-95.8% |
| Participant deferral / active EE | $1,354 | $3,039-55.4% | $3,963-65.8% | $3,740-63.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |