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) | $103,376 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $118,248 | $155,364-23.9% | $103,476+14.3% | $77,643+52.3% |
| Participation rate | 84.8% | 85.5%-0.7pp | 80.5%+4.3pp | 70.6%+14.2pp |
| Annual return | 15.28% | 19.02%-3.7pp | 23.90%-8.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $0 | $5,949-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,134 | $8,482-15.9% | $6,623+7.7% | $4,647+53.5% |
| Admin fee / account holder | $237 | $503-52.8% | $9,413-97.5% | $430-44.9% |