Filed November 3, 2020 (most recent of 5 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 & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,359 | $53,901+115.9% | $134,143-13.3% | $73,488+58.3% |
| Participation rate | 78.1% | 62.8%+15.3pp | 72.2%+6.0pp | 70.7%+7.4pp |
| Annual return | 67.66% | 15.82%+51.8pp | 36.33%+31.3pp | 28.51%+39.1pp |
| Employer contribution / active EE | $2,865 | $1,458+96.4% | $3,704-22.7% | $2,270+26.2% |
| Participant deferral / active EE | $4,677 | $2,739+70.8% | $3,499+33.7% | $3,740+25.1% |
| Admin fee / account holder | $114 | $581-80.4% | $6,684-98.3% | $513-77.8% |