Filed April 4, 2018 (most recent of 2 filings on file)
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 10-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 52 · EIN 04-1590850 | Indirect Investment Fees | $24,719 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $15,449 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $14,679 |
BAY COLONY ADVISORS1 year Filed as: BAY MUTUAL FINANCIAL LLC Service code 53 · EIN 38-3694155 | Insurance Commissions | $9,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,407 | $65,292-24.3% | $106,619-53.7% | $65,292-24.3% |
| Participation rate | 15.7% | 72.4%-56.8pp | 78.0%-62.3pp | 72.4%-56.8pp |
| Annual return | 7.40% | 11.84%-4.4pp | 9.42%-2.0pp | 11.84%-4.4pp |
| Employer contribution / active EE | $215 | $2,302-90.7% | $3,947-94.6% | $2,302-90.7% |
| Participant deferral / active EE | $360 | $3,579-90.0% | $3,930-90.9% | $3,579-90.0% |
| Admin fee / account holder | $18 | $57-69.1% | $6,418-99.7% | $57-69.1% |