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 SERVICES5+ years Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $58,927 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,837 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,026 |
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 | $114,344 | $160,088-28.6% | $112,977+1.2% | $73,409+55.8% |
| Participation rate | 85.3% | 90.7%-5.4pp | 82.6%+2.8pp | 72.2%+13.2pp |
| Annual return | 14.70% | 17.93%-3.2pp | 24.24%-9.5pp | 59.29%-44.6pp |
| Employer contribution / active EE | $8 | $5,200-99.8% | $4,255-99.8% | $2,234-99.6% |
| Participant deferral / active EE | $6,652 | $8,024-17.1% | $5,836+14.0% | $3,805+74.8% |
| Admin fee / account holder | $124 | $133-6.7% | $6,294-98.0% | $158-21.6% |