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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $102,801 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,126 | $172,932-22.4% | $119,258+12.5% | $86,799+54.5% |
| Participation rate | 85.6% | 89.4%-3.8pp | 82.7%+2.9pp | 72.3%+13.3pp |
| Annual return | 23.87% | 20.96%+2.9pp | 30.69%-6.8pp | 97.91%-74.0pp |
| Employer contribution / active EE | $0 | $5,487-100.0% | $4,384-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,873 | $8,466-18.8% | $6,111+12.5% | $4,131+66.4% |
| Admin fee / account holder | $277 | $150+84.5% | $7,226-96.2% | $170+63.6% |