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) | $107,172 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,229 |
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 | $135,212 | $197,941-31.7% | $100,534+34.5% | $85,563+58.0% |
| Participation rate | 86.8% | 83.8%+3.0pp | 80.6%+6.2pp | 66.0%+20.8pp |
| Annual return | 20.26% | 21.00%-0.7pp | 32.66%-12.4pp | 31.51%-11.2pp |
| Employer contribution / active EE | $0 | $7,157-100.0% | $4,346-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,581 | $9,061-16.3% | $6,144+23.4% | $4,375+73.3% |
| Admin fee / account holder | $289 | $1,158-75.0% | $7,654-96.2% | $834-65.3% |