Filed March 24, 2015 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $147,591 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 15 · EIN 62-0853448 | Recordkeeping | $32,971 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $25,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,321 | $48,277+482.7% | $63,517+342.9% | $55,191+409.7% |
| Participation rate | 99.7% | 69.4%+30.3pp | 71.0%+28.7pp | 69.2%+30.5pp |
| Annual return | 4.35% | 2.37%+2.0pp | -70.30%+74.6pp | 10.78%-6.4pp |
| Employer contribution / active EE | $10,926 | $1,592+586.3% | $2,322+370.5% | $1,899+475.4% |
| Participant deferral / active EE | $6,851 | $2,432+181.7% | $2,953+132.0% | $3,046+124.9% |
| Admin fee / account holder | $276 | $86+221.5% | $5,892-95.3% | $91+204.4% |