Filed February 8, 2017
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $131,909 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,981 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,852 | $71,142-4.6% | $119,609-43.3% | $64,808+4.7% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.3%+12.2pp | 71.5%+20.0pp |
| Annual return | -17.37% | -10.01%-7.4pp | -14.97%-2.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,103 | $4,490+35.9% | $5,602+8.9% | $4,310+41.6% |
| Admin fee / account holder | $173 | $162+6.7% | $10,323-98.3% | $188-7.9% |