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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $73,638 |
Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 70 ATTN AMS CONSULTING 0326 055 · ST. PETERSBURG, FL 33742 | Consulting Fees | $39,522 |
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 | $100,372 | $73,404+36.7% | $87,100+15.2% | $67,579+48.5% |
| Participation rate | 92.2% | 80.9%+11.4pp | 76.9%+15.4pp | 71.3%+20.9pp |
| Annual return | 31.05% | 48.29%-17.2pp | 28.19%+2.9pp | 378.56%-347.5pp |
| Employer contribution / active EE | $2,061 | $2,014+2.3% | $2,521-18.3% | $2,148-4.1% |
| Participant deferral / active EE | $3,883 | $3,913-0.7% | $4,049-4.1% | $3,539+9.7% |
| Admin fee / account holder | $272 | $142+92.1% | $7,497-96.4% | $142+91.2% |