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 | $128,888 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,776 | $91,372-8.3% | $129,995-35.6% | $74,419+12.6% |
| Participation rate | 92.1% | 77.8%+14.3pp | 78.5%+13.6pp | 70.7%+21.3pp |
| Annual return | 18.48% | 23.21%-4.7pp | -137.18%+155.7pp | 34.38%-15.9pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,523 | $4,721+38.2% | $5,820+12.1% | $4,528+44.1% |
| Admin fee / account holder | $177 | $283-37.5% | $10,614-98.3% | $348-49.0% |