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 FSA 338 FEE Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $29,076 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 01-0233346 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Recordkeeping | $3,450 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,249 | $50,815-48.3% | $155,509-83.1% | $77,643-66.2% |
| Participation rate | 64.1% | 63.1%+0.9pp | 78.2%-14.1pp | 70.6%-6.5pp |
| Annual return | 10.12% | 34.80%-24.7pp | 64.67%-54.5pp | 31.24%-21.1pp |
| Employer contribution / active EE | $640 | $1,993-67.9% | $4,672-86.3% | $2,726-76.5% |
| Participant deferral / active EE | $1,301 | $2,822-53.9% | $5,626-76.9% | $4,647-72.0% |
| Admin fee / account holder | $228 | $437-47.8% | $15,912-98.6% | $430-47.1% |