Filed March 29, 1993
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 SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $13,113 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,453 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,781 | $56,152-2.4% | $185,823-70.5% | $73,409-25.4% |
| Participation rate | 76.2% | 67.6%+8.7pp | 78.0%-1.8pp | 72.2%+4.1pp |
| Annual return | 11.39% | 17.59%-6.2pp | 35.95%-24.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,798 | $3,659+3.8% | $5,632-32.6% | $3,805-0.2% |
| Admin fee / account holder | $96 | $132-27.1% | $9,500-99.0% | $158-39.1% |