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 | $94,171 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,523 | $41,078-3.8% | $80,569-50.9% | $71,457-44.7% |
| Participation rate | 94.7% | 50.2%+44.5pp | 67.0%+27.7pp | 67.9%+26.8pp |
| Annual return | 15.50% | 38.45%-22.9pp | 935.43%-919.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $8,188 | $1,506+443.8% | $2,723+200.6% | $2,588+216.4% |
| Participant deferral / active EE | $6,838 | $2,699+153.3% | $4,447+53.7% | $4,289+59.4% |
| Admin fee / account holder | $290 | $1,840-84.3% | $5,377-94.6% | $1,587-81.7% |