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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,430 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $50,767 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,258 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,748 | $66,528+225.8% | $86,874+149.5% | $86,799+149.7% |
| Participation rate | 97.4% | 72.4%+25.0pp | 71.6%+25.8pp | 72.3%+25.1pp |
| Annual return | 18.62% | 19.56%-0.9pp | 63.52%-44.9pp | 97.91%-79.3pp |
| Employer contribution / active EE | $7,507 | $2,007+274.0% | $2,495+200.8% | $2,405+212.1% |
| Participant deferral / active EE | $7,950 | $3,240+145.4% | $3,699+114.9% | $4,131+92.5% |
| Admin fee / account holder | $168 | $148+13.7% | $5,828-97.1% | $170-0.7% |