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) | $27,505 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,913 | $47,126-42.9% | $149,673-82.0% | $74,419-63.8% |
| Participation rate | 67.2% | 63.4%+3.8pp | 78.8%-11.6pp | 70.7%-3.6pp |
| Annual return | 11.49% | 22.75%-11.3pp | 134.42%-122.9pp | 34.38%-22.9pp |
| Employer contribution / active EE | $991 | $1,905-48.0% | $4,818-79.4% | $2,637-62.4% |
| Participant deferral / active EE | $1,485 | $2,728-45.6% | $5,680-73.9% | $4,528-67.2% |
| Admin fee / account holder | $226 | $343-34.1% | $13,210-98.3% | $348-35.1% |