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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $160,754 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 62-0853448 | Recordkeeping | $39,771 |
RAYMOND JAMES FINANCIAL SERVICES4+ 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 | $281,705 | $48,261+483.7% | $68,793+309.5% | $55,725+405.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | 0.42% | -2.61%+3.0pp | -4.63%+5.0pp | 244.93%-244.5pp |
| Employer contribution / active EE | $8,320 | $1,742+377.6% | $2,625+217.0% | $2,078+300.4% |
| Participant deferral / active EE | $7,160 | $2,712+164.0% | $3,311+116.2% | $3,356+113.4% |
| Admin fee / account holder | $270 | $126+114.4% | $5,131-94.7% | $115+134.8% |