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 | $61,580 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,327 | $42,886-50.3% | $88,946-76.0% | $85,563-75.1% |
| Participation rate | 92.4% | 37.9%+54.5pp | 68.8%+23.6pp | 66.0%+26.5pp |
| Annual return | 23.61% | 44.56%-21.0pp | 57.82%-34.2pp | 31.51%-7.9pp |
| Employer contribution / active EE | $533 | $1,147-53.6% | $2,555-79.2% | $2,654-79.9% |
| Participant deferral / active EE | $1,865 | $2,108-11.5% | $4,581-59.3% | $4,375-57.4% |
| Admin fee / account holder | $124 | $2,263-94.5% | $8,261-98.5% | $834-85.1% |