Filed November 18, 2019
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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $29,523 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,211 | $100,801+0.4% | $149,696-32.4% | $73,409+37.9% |
| Participation rate | 98.9% | 77.7%+21.3pp | 82.5%+16.5pp | 72.2%+26.8pp |
| Annual return | 16.40% | 265.34%-248.9pp | 276.60%-260.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $7,368 | $3,312+122.5% | $4,644+58.6% | $2,234+229.9% |
| Participant deferral / active EE | $7,646 | $6,404+19.4% | $6,842+11.8% | $3,805+100.9% |
| Admin fee / account holder | $35 | $181-80.7% | $9,309-99.6% | $158-77.9% |