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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $143,254 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,886 | $95,388-56.1% | $125,339-66.6% | $77,904-46.2% |
| Participation rate | 97.6% | 78.6%+19.0pp | 82.4%+15.3pp | 73.7%+23.9pp |
| Annual return | -13.62% | 116.19%-129.8pp | 572.05%-585.7pp | 12.21%-25.8pp |
| Employer contribution / active EE | $5,813 | $3,666+58.6% | $4,814+20.8% | $2,848+104.1% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $38 | $119-67.8% | $10,010-99.6% | $133-71.1% |