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 | $21,171 |
PASI, LLC8+ years Service code 26 · EIN 26-1407927 | Advisory (Participants) | $7,438 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $2,356 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,529 | $71,883+148.4% | $86,677+106.0% | $68,494+160.6% |
| Participation rate | 65.2% | 72.2%-7.1pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -14.28% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,291 | $2,173-40.6% | $2,836-54.5% | $2,596-50.3% |
| Participant deferral / active EE | $4,226 | $3,779+11.8% | $4,656-9.2% | $4,027+4.9% |
| Admin fee / account holder | $119 | $6,112-98.0% | $7,493-98.4% | $5,403-97.8% |