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 | $19,938 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,569 | $50,458-5.7% | $159,960-70.3% | $64,808-26.6% |
| Participation rate | 83.5% | 68.0%+15.5pp | 78.0%+5.5pp | 71.5%+12.0pp |
| Annual return | -14.07% | -13.42%-0.6pp | 408.60%-422.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,836 | $4,004+20.8% | $6,182-21.8% | $4,310+12.2% |
| Admin fee / account holder | $138 | $706-80.5% | $8,698-98.4% | $188-26.7% |