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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $155,091 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $38,430 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC, Service code 28 · EIN 59-1531281 | Investment Management | $26,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,160 | $120,450-56.7% | $159,436-67.3% | $93,030-43.9% |
| Participation rate | 97.9% | 78.0%+19.9pp | 82.8%+15.1pp | 73.9%+24.0pp |
| Annual return | 13.66% | 27.11%-13.4pp | 263.57%-249.9pp | 158.70%-145.0pp |
| Employer contribution / active EE | $4,422 | $3,526+25.4% | $4,829-8.4% | $2,706+63.4% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $58 | $137-57.3% | $10,799-99.5% | $152-61.5% |