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 | $47,185 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,217 | $37,393+15.6% | $77,024-43.9% | $66,914-35.4% |
| Participation rate | 90.0% | 52.9%+37.1pp | 67.9%+22.1pp | 69.8%+20.2pp |
| Annual return | -9.26% | -3.29%-6.0pp | 42.32%-51.6pp | 1.58%-10.8pp |
| Employer contribution / active EE | $2,310 | $1,531+50.9% | $2,812-17.9% | $2,544-9.2% |
| Participant deferral / active EE | $3,392 | $2,617+29.6% | $4,426-23.4% | $4,237-19.9% |
| Admin fee / account holder | $250 | $567-56.0% | $5,425-95.4% | $593-57.9% |