Filed August 23, 2019 (most recent of 2 filings on file)
Total covered: 11 employees
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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $12,075 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,945 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,032 | $102,553-46.3% | $151,611-63.7% | $66,914-17.8% |
| Participation rate | 93.7% | 85.5%+8.2pp | 87.5%+6.2pp | 69.8%+23.9pp |
| Annual return | -15.80% | -10.82%-5.0pp | 3.33%-19.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,001 | $4,180-28.2% | $6,166-51.3% | $2,544+18.0% |
| Participant deferral / active EE | $5,769 | $6,641-13.1% | $8,363-31.0% | $4,237+36.2% |
| Admin fee / account holder | $92 | $630-85.4% | $11,616-99.2% | $593-84.5% |