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 | $22,897 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,779 |
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 | $202,127 | $73,638+174.5% | $95,952+110.7% | $73,488+175.0% |
| Participation rate | 69.0% | 76.2%-7.2pp | 77.1%-8.1pp | 70.7%-1.7pp |
| Annual return | 10.72% | 16.78%-6.1pp | 91.61%-80.9pp | 28.51%-17.8pp |
| Employer contribution / active EE | $901 | $1,863-51.7% | $2,541-64.6% | $2,270-60.3% |
| Participant deferral / active EE | $3,595 | $3,617-0.6% | $4,167-13.7% | $3,740-3.9% |
| Admin fee / account holder | $146 | $482-69.6% | $6,795-97.8% | $513-71.5% |