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 | $21,832 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,221 | $62,624-10.2% | $177,989-68.4% | $77,643-27.6% |
| Participation rate | 86.9% | 66.8%+20.1pp | 77.1%+9.8pp | 70.6%+16.3pp |
| Annual return | 11.50% | 16.16%-4.7pp | 294.48%-283.0pp | 31.24%-19.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,175 | $4,219+22.6% | $6,276-17.5% | $4,647+11.3% |
| Admin fee / account holder | $89 | $386-77.0% | $10,363-99.1% | $430-79.4% |