Filed October 15, 2015
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $65,383 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,762 |
Service code 50 · EIN 27-4658935 | Direct Payment | $6,397 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,684 | $47,456-62.7% | $172,739-89.8% | $77,787-77.3% |
| Participation rate | 91.4% | 66.3%+25.2pp | 82.6%+8.8pp | 73.2%+18.2pp |
| Annual return | 35.43% | 35.57%-0.1pp | 802.84%-767.4pp | 32.57%+2.9pp |
| Employer contribution / active EE | $1,660 | $1,574+5.5% | $5,143-67.7% | $2,504-33.7% |
| Participant deferral / active EE | $3,689 | $2,560+44.1% | $5,198-29.0% | $3,967-7.0% |
| Admin fee / account holder | $47 | $81-42.2% | $13,954-99.7% | $100-53.3% |