Filed April 18, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,614 |
Service code 37 · EIN 04-2647786 | Loan Processing | $185,514 |
Filed as: RAYMOND JAMES FINL SERVICES ADVISO Service code 27 · EIN 59-1531281 | Advisory (Plan) | $88,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,944 | $94,554-25.0% | $133,956-47.0% | $106,222-33.2% |
| Participation rate | 44.4% | 76.2%-31.9pp | 79.8%-35.5pp | 70.8%-26.4pp |
| Annual return | 19.19% | 16.55%+2.6pp | 45.09%-25.9pp | 21.69%-2.5pp |
| Employer contribution / active EE | $1,020 | $2,503-59.2% | $3,919-74.0% | $2,723-62.6% |
| Participant deferral / active EE | $2,059 | $4,130-50.1% | $5,048-59.2% | $4,600-55.2% |
| Admin fee / account holder | $157 | $69+127.5% | $8,927-98.2% | $78+100.0% |