Filed June 8, 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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 13 · EIN 62-0951563 | Contract Administrator | $32,610 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 16 13J CARILLON PARKWAY ST · ST PETERSBURG, FL 337161294 | Consulting | $23,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,347 | $75,183-34.4% | $123,892-60.2% | $55,167-10.5% |
| Participation rate | 63.7% | 72.8%-9.1pp | 81.4%-17.7pp | 69.0%-5.3pp |
| Annual return | 10.81% | 19.01%-8.2pp | 47.52%-36.7pp | 169.23%-158.4pp |
| Employer contribution / active EE | $1,230 | $2,823-56.4% | $4,617-73.4% | $1,963-37.3% |
| Participant deferral / active EE | $5,096 | $5,084+0.2% | $5,984-14.8% | $3,054+66.9% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |