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 | $42,181 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $19,404 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,120 | $84,487-69.1% | $125,339-79.2% | $66,914-61.0% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.2pp |
| Annual return | -20.51% | -8.39%-12.1pp | 572.05%-592.6pp | 1.58%-22.1pp |
| Employer contribution / active EE | $4,427 | $3,553+24.6% | $4,814-8.0% | $2,544+74.0% |
| Participant deferral / active EE | $6,757 | $6,781-0.4% | $7,446-9.3% | $4,237+59.5% |
| Admin fee / account holder | $267 | $685-61.0% | $10,010-97.3% | $593-55.0% |