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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $119,687 |
FINDLEY4 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $47,878 |
RAYMOND JAMES FINANCIAL SERVICES6+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,812 | $61,473+239.7% | $81,930+154.9% | $73,409+184.4% |
| Participation rate | 96.7% | 72.4%+24.3pp | 72.0%+24.7pp | 72.2%+24.5pp |
| Annual return | -4.55% | 28.26%-32.8pp | 29.49%-34.0pp | 59.29%-63.8pp |
| Employer contribution / active EE | $7,159 | $1,898+277.2% | $4,310+66.1% | $2,234+220.5% |
| Participant deferral / active EE | $6,745 | $3,080+119.0% | $7,107-5.1% | $3,805+77.3% |
| Admin fee / account holder | $177 | $125+41.3% | $5,158-96.6% | $158+12.3% |