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 | $12,769 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER4 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 | $59,238 | $130,194-54.5% | $169,993-65.2% | $71,457-17.1% |
| Participation rate | 95.9% | 86.1%+9.7pp | 87.0%+8.9pp | 67.9%+27.9pp |
| Annual return | 17.54% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,892 | $4,381-34.0% | $6,785-57.4% | $2,588+11.8% |
| Participant deferral / active EE | $5,650 | $6,923-18.4% | $10,408-45.7% | $4,289+31.7% |
| Admin fee / account holder | $78 | $966-92.0% | $12,815-99.4% | $1,587-95.1% |