Filed December 16, 1992
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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL ADVISORS Service code 99 | Other Fees | $23,667 |
WHITTLESEY PC1 year Service code 99 · EIN 11-1000111 | Other Fees | $8,091 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,370 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $157,599 | $59,186+166.3% | $76,768+105.3% | $56,287+180.0% |
| Participation rate | 70.5% | 75.2%-4.7pp | 77.0%-6.5pp | 69.9%+0.6pp |
| Annual return | -2.58% | 6.62%-9.2pp | 2.43%-5.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $155 | $1,759-91.2% | $2,485-93.8% | $2,111-92.7% |
| Participant deferral / active EE | $3,157 | $3,255-3.0% | $3,852-18.0% | $3,350-5.7% |
| Admin fee / account holder | $159 | $489-67.5% | $6,675-97.6% | $521-69.4% |