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 | $96,112 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,725 |
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 | $26,532 | $34,677-23.5% | $77,024-65.6% | $64,808-59.1% |
| Participation rate | 93.4% | 49.8%+43.5pp | 67.9%+25.5pp | 71.5%+21.9pp |
| Annual return | -18.64% | -5.33%-13.3pp | 42.32%-61.0pp | 32.82%-51.5pp |
| Employer contribution / active EE | $4,510 | $1,370+229.2% | $2,812+60.4% | $2,506+80.0% |
| Participant deferral / active EE | $3,650 | $2,556+42.8% | $4,426-17.5% | $4,310-15.3% |
| Admin fee / account holder | $203 | $179+13.8% | $5,425-96.3% | $188+8.2% |