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 | $104,120 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $59,141 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 17 · EIN 59-1237041 | Pension Consulting | $21,313 |
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 | $211,757 | $66,457+218.6% | $81,382+160.2% | $77,643+172.7% |
| Participation rate | 98.1% | 68.7%+29.4pp | 69.5%+28.7pp | 70.6%+27.6pp |
| Annual return | 19.57% | 15.93%+3.6pp | 24.73%-5.2pp | 31.24%-11.7pp |
| Employer contribution / active EE | $9,186 | $2,159+325.4% | $2,463+273.0% | $2,726+237.0% |
| Participant deferral / active EE | $8,992 | $3,679+144.4% | $3,883+131.6% | $4,647+93.5% |
| Admin fee / account holder | $149 | $583-74.3% | $5,768-97.4% | $430-65.3% |