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 | $52,013 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,327 | $57,016+5.8% | $84,966-29.0% | $80,856-25.4% |
| Participation rate | 89.6% | 56.3%+33.3pp | 67.5%+22.1pp | 67.6%+22.0pp |
| Annual return | 12.31% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,195 | $1,798+77.8% | $2,727+17.2% | $2,755+16.0% |
| Participant deferral / active EE | $4,260 | $3,110+37.0% | $4,519-5.7% | $4,296-0.8% |
| Admin fee / account holder | $359 | $4,980-92.8% | $6,149-94.2% | $6,918-94.8% |