Filed November 11, 2016
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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,163 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,270 | $101,317-49.4% | $146,958-65.1% | $74,495-31.2% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 17.91% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $4,317 | $3,810+13.3% | $4,933-12.5% | $2,623+64.6% |
| Participant deferral / active EE | $6,747 | $7,303-7.6% | $8,070-16.4% | $4,346+55.2% |
| Admin fee / account holder | $379 | $1,739-78.2% | $12,998-97.1% | $1,942-80.5% |