Filed October 19, 2016
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 FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $147,225 |
Filed as: RETIREMENT PLAN ADMINISTRATORS LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $75,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,356 | $142,424+144.6% | $100,534+246.5% | $74,304+368.8% |
| Participation rate | 98.2% | 79.6%+18.6pp | 80.6%+17.6pp | 60.3%+37.9pp |
| Annual return | 13.36% | 27.53%-14.2pp | 32.66%-19.3pp | 29.43%-16.1pp |
| Employer contribution / active EE | $11,041 | $5,555+98.8% | $4,346+154.0% | $2,241+392.7% |
| Participant deferral / active EE | $9,492 | $8,247+15.1% | $6,144+54.5% | $3,767+152.0% |
| Admin fee / account holder | $50 | $1,986-97.5% | $7,654-99.3% | $2,969-98.3% |