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 | $19,654 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,527 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,639 | $56,638-7.1% | $169,368-68.9% | $74,419-29.3% |
| Participation rate | 86.4% | 67.5%+18.9pp | 77.1%+9.3pp | 70.7%+15.7pp |
| Annual return | 14.44% | 24.75%-10.3pp | 405.60%-391.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,200 | $4,223+23.2% | $6,221-16.4% | $4,528+14.8% |
| Admin fee / account holder | $86 | $307-72.1% | $9,003-99.0% | $348-75.4% |