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 SERVICES4+ years Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $91,349 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,038 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,895 | $174,559-39.9% | $105,387-0.5% | $67,579+55.2% |
| Participation rate | 82.9% | 88.2%-5.3pp | 82.6%+0.3pp | 71.3%+11.6pp |
| Annual return | 21.61% | 23.63%-2.0pp | 26.82%-5.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $0 | $4,874-100.0% | $4,213-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,315 | $7,563-16.5% | $5,502+14.8% | $3,539+78.4% |
| Admin fee / account holder | $17 | $270-93.7% | $6,559-99.7% | $142-88.1% |