Filed September 24, 2013
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 & ASSOCIATES Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $36,380 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,442 |
INTELLUS ADVISORS, LLC1 year Service code 26 · EIN 82-1978625 8889 PELICAN BAY BLVD · NAPLES, FL 34108 | Advisory (Participants) | $5,079 |
PENSION ASSURANCE LLP10+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 62-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $2,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,715 | $58,778+59.4% | $129,295-27.5% | $77,671+20.7% |
| Participation rate | 46.1% | 59.2%-13.1pp | 69.6%-23.5pp | 70.6%-24.5pp |
| Annual return | 12.22% | 24.73%-12.5pp | 9429.28%-9417.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,350 | $1,952-30.8% | $4,157-67.5% | $2,726-50.5% |
| Participant deferral / active EE | $3,316 | $3,212+3.2% | $4,169-20.5% | $4,648-28.7% |
| Admin fee / account holder | $457 | $589-22.5% | $7,665-94.0% | $430+6.1% |