Filed July 24, 2015
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SVC ADVISOR Service code 27 | Advisory (Plan) | $89,789 |
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $46,673 |
WALTON EMC2+ years Service code 10 · EIN 58-0477163 | Accounting | $13,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,550 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $313 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
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 | $144,808 | $122,709+18.0% | $88,497+63.6% | $57,658+151.1% |
| Participation rate | 99.6% | 89.9%+9.7pp | 82.4%+17.2pp | 70.2%+29.4pp |
| Annual return | 6.76% | 10.63%-3.9pp | 7.63%-0.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,170 | $4,531-8.0% | $4,036+3.3% | $1,974+111.3% |
| Participant deferral / active EE | $5,067 | $6,704-24.4% | $4,899+3.4% | $3,061+65.5% |
| Admin fee / account holder | $28 | $93-69.7% | $6,220-99.5% | $95-70.3% |