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 | $156,020 |
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 | $100,046 | $89,436+11.9% | $164,813-39.3% | $77,643+28.9% |
| Participation rate | 91.8% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.3pp |
| Annual return | 14.76% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,168 | $4,897+46.4% | $6,031+18.8% | $4,647+54.2% |
| Admin fee / account holder | $215 | $339-36.5% | $12,690-98.3% | $430-49.9% |