Filed April 16, 2018
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 8-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 13 · EIN 42-0127290 | Contract Administrator | $39,841 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,955 | $56,114+3.3% | $96,139-39.7% | $85,850-32.5% |
| Participation rate | 80.0% | 56.7%+23.3pp | 68.4%+11.6pp | 69.3%+10.7pp |
| Annual return | 10.06% | 42.30%-32.2pp | 191.94%-181.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,305 | $1,620+42.3% | $2,797-17.6% | $2,565-10.1% |
| Participant deferral / active EE | $3,190 | $2,859+11.6% | $4,349-26.6% | $3,952-19.3% |
| Admin fee / account holder | $313 | $3,768-91.7% | $5,537-94.4% | $6,260-95.0% |