Filed July 29, 2011
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 Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $27,644 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,174 | $46,292-54.3% | $143,757-85.3% | $64,808-67.3% |
| Participation rate | 71.0% | 64.2%+6.8pp | 80.3%-9.3pp | 71.5%-0.5pp |
| Annual return | -7.98% | -10.05%+2.1pp | -0.04%-7.9pp | 32.82%-40.8pp |
| Employer contribution / active EE | $455 | $1,910-76.2% | $4,951-90.8% | $2,506-81.8% |
| Participant deferral / active EE | $1,544 | $2,646-41.7% | $5,637-72.6% | $4,310-64.2% |
| Admin fee / account holder | $215 | $154+40.0% | $14,673-98.5% | $188+14.6% |