Filed March 7, 2016 (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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $47,893 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,118 | $59,097+115.1% | $82,389+54.3% | $74,304+71.1% |
| Participation rate | 74.1% | 52.8%+21.4pp | 69.5%+4.6pp | 60.3%+13.8pp |
| Annual return | 16.17% | 22.85%-6.7pp | 28.67%-12.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,849 | $1,601+77.9% | $2,517+13.2% | $2,241+27.1% |
| Participant deferral / active EE | $5,969 | $2,775+115.1% | $4,155+43.7% | $3,767+58.4% |
| Admin fee / account holder | $453 | $4,489-89.9% | $7,231-93.7% | $2,969-84.8% |