Filed July 19, 2017
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $83,943 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $35,775 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,527 | $88,874-53.3% | $123,544-66.4% | $75,289-44.8% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.3%+16.5pp | 72.4%+26.3pp |
| Annual return | -3.74% | 4.22%-8.0pp | 119.20%-122.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $4,518 | $3,256+38.8% | $4,628-2.4% | $2,405+87.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $47 | $95-50.2% | $9,284-99.5% | $102-54.0% |