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 | $96,263 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $87,206 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 17 · EIN 59-1237041 | Pension Consulting | $24,212 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,491 | $56,503+208.8% | $70,092+148.9% | $64,808+169.2% |
| Participation rate | 98.4% | 70.5%+27.9pp | 70.5%+27.9pp | 71.5%+26.9pp |
| Annual return | -7.64% | -13.44%+5.8pp | 190.73%-198.4pp | 32.82%-40.5pp |
| Employer contribution / active EE | $7,710 | $2,046+276.8% | $2,559+201.3% | $2,506+207.7% |
| Participant deferral / active EE | $8,162 | $3,389+140.8% | $3,849+112.1% | $4,310+89.4% |
| Admin fee / account holder | $172 | $160+7.4% | $6,267-97.3% | $188-8.3% |