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) | $100,183 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $109,876 | $130,655-15.9% | $93,789+17.2% | $64,808+69.5% |
| Participation rate | 81.4% | 84.9%-3.5pp | 81.0%+0.4pp | 71.5%+9.9pp |
| Annual return | -13.44% | -14.04%+0.6pp | -11.33%-2.1pp | 32.82%-46.3pp |
| Employer contribution / active EE | $0 | $5,594-100.0% | $4,323-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,813 | $8,067-15.6% | $6,094+11.8% | $4,310+58.1% |
| Admin fee / account holder | $235 | $140+67.3% | $7,195-96.7% | $188+24.9% |