Filed December 18, 1
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 CENTER Service code 70 ATTN AMS CONSULTING 0326 055 · ST. PETERSBURG, FL 33742 | Consulting Fees | $42,635 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $905 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,465 | $65,118+29.7% | $76,768+10.0% | $55,725+51.6% |
| Participation rate | 93.2% | 79.6%+13.6pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | -2.79% | -1.27%-1.5pp | 2.43%-5.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,089 | $1,941+7.6% | $2,485-15.9% | $2,078+0.5% |
| Participant deferral / active EE | $3,944 | $3,688+6.9% | $3,852+2.4% | $3,356+17.5% |
| Admin fee / account holder | $115 | $116-0.8% | $6,675-98.3% | $115-0.3% |