Filed May 6, 2026
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $68,572 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
BLACKROCK3 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-3352347 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,704 | $89,652-13.3% | $141,162-45.0% | $65,185+19.2% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.5%+12.8pp | 70.2%+25.1pp |
| Annual return | 21.68% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,553 | $3,065-49.3% | $4,735-67.2% | $2,177-28.7% |
| Participant deferral / active EE | $4,888 | $5,691-14.1% | $6,709-27.1% | $3,514+39.1% |
| Admin fee / account holder | $312 | $569-45.2% | $10,261-97.0% | $847-63.2% |