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 | $25,121 |
PASI, LLC7+ years Service code 26 · EIN 26-1407927 | Advisory (Participants) | $8,312 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $2,630 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,185 | $86,286+152.9% | $111,297+96.0% | $85,850+154.1% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 3.35% | 19.99%-16.6pp | 54.65%-51.3pp | 318.53%-315.2pp |
| Employer contribution / active EE | $981 | $2,043-52.0% | $2,731-64.1% | $2,565-61.8% |
| Participant deferral / active EE | $3,974 | $3,641+9.2% | $4,487-11.4% | $3,952+0.6% |
| Admin fee / account holder | $206 | $8,188-97.5% | $7,964-97.4% | $6,260-96.7% |