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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $156,767 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 62-0853448 | Recordkeeping | $43,542 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $293,886 | $55,790+426.8% | $76,817+282.6% | $67,579+334.9% |
| Participation rate | 99.7% | 71.1%+28.6pp | 72.1%+27.6pp | 71.3%+28.5pp |
| Annual return | 17.85% | 64.45%-46.6pp | 1166.11%-1148.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $8,199 | $1,810+352.9% | $2,302+256.2% | $2,148+281.8% |
| Participant deferral / active EE | $7,495 | $2,875+160.7% | $3,336+124.7% | $3,539+111.8% |
| Admin fee / account holder | $257 | $159+61.3% | $6,420-96.0% | $142+80.4% |