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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $96,678 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,669 | $101,523-59.9% | $141,162-71.2% | $77,787-47.7% |
| Participation rate | 99.7% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.5pp |
| Annual return | 18.80% | 56.22%-37.4pp | 71.39%-52.6pp | 32.57%-13.8pp |
| Employer contribution / active EE | $4,326 | $3,341+29.5% | $4,735-8.6% | $2,504+72.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $32 | $92-65.5% | $10,261-99.7% | $100-68.4% |