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 | $22,898 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,923 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $169,152 | $65,376+158.7% | $87,100+94.2% | $65,185+159.5% |
| Participation rate | 68.3% | 75.3%-7.1pp | 76.9%-8.6pp | 70.2%-1.9pp |
| Annual return | 16.29% | 31.27%-15.0pp | 28.19%-11.9pp | 29.38%-13.1pp |
| Employer contribution / active EE | $1,095 | $1,822-39.9% | $2,521-56.6% | $2,177-49.7% |
| Participant deferral / active EE | $4,159 | $3,388+22.8% | $4,049+2.7% | $3,514+18.4% |
| Admin fee / account holder | $136 | $520-73.8% | $7,497-98.2% | $847-83.9% |