Filed November 3, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $43,333 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,943 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 PO BOX 679909 · DALLAS, TX 75267 | Accounting | $14,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,417 | $99,078-24.9% | $96,544-22.9% | $74,4190% |
| Participation rate | 91.6% | 80.7%+10.9pp | 76.0%+15.6pp | 70.7%+20.8pp |
| Annual return | 16.59% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,454 | $2,570-43.4% | $2,965-51.0% | $2,637-44.9% |
| Participant deferral / active EE | $4,194 | $4,933-15.0% | $4,851-13.5% | $4,528-7.4% |
| Admin fee / account holder | $216 | $225-4.1% | $8,252-97.4% | $348-38.0% |