Filed November 7, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $87,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,288 |
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 | $92,419 | $120,075-23.0% | $90,782+1.8% | $55,725+65.8% |
| Participation rate | 81.3% | 88.0%-6.7pp | 82.7%-1.4pp | 70.9%+10.4pp |
| Annual return | -3.98% | -3.47%-0.5pp | -3.42%-0.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,105-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,114 | $6,826-10.4% | $5,366+13.9% | $3,356+82.2% |
| Admin fee / account holder | $16 | $111-86.0% | $5,908-99.7% | $115-86.4% |