Filed November 3, 2017 (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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $96,972 |
TIAA2 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $67,599 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $700 |
THE VANGUARD GROUP, INC.2 years Service code 50 · EIN 23-1945930 | Direct Payment | $345 |
Service code 50 · EIN 04-2647786 | Direct Payment | $144 |
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 | $141,276 | $74,552+89.5% | $62,995+124.3% | $69,631+102.9% |
| Participation rate | 96.2% | 78.3%+17.9pp | 74.8%+21.4pp | 70.7%+25.5pp |
| Annual return | 15.61% | 15.77%-0.2pp | 87.57%-72.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $5,384 | $2,929+83.8% | $2,759+95.1% | $2,032+164.9% |
| Participant deferral / active EE | $3,695 | $2,974+24.2% | $3,329+11.0% | $3,224+14.6% |
| Admin fee / account holder | $110 | $59+85.6% | $3,600-96.9% | $110-0.1% |