Filed April 2, 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,634 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,394 | $101,317-37.4% | $146,958-56.9% | $74,495-14.9% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+23.9pp |
| Annual return | 14.13% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,014 | $3,810-20.9% | $4,933-38.9% | $2,623+14.9% |
| Participant deferral / active EE | $7,455 | $7,303+2.1% | $8,070-7.6% | $4,346+71.5% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |