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 | $90,673 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $54,130 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 17 · EIN 59-1237041 | Pension Consulting | $24,261 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,426 | $69,823+198.5% | $77,163+170.1% | $74,419+180.1% |
| Participation rate | 96.9% | 70.0%+26.9pp | 69.6%+27.3pp | 70.7%+26.1pp |
| Annual return | 19.46% | 19.98%-0.5pp | 37.87%-18.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $8,294 | $2,150+285.8% | $2,535+227.2% | $2,637+214.5% |
| Participant deferral / active EE | $7,915 | $3,558+122.5% | $3,833+106.5% | $4,528+74.8% |
| Admin fee / account holder | $147 | $398-63.1% | $5,472-97.3% | $348-57.8% |