Filed April 28, 2006
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 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,132 | $47,126+57.3% | $149,673-50.5% | $74,419-0.4% |
| Participation rate | 58.1% | 63.4%-5.3pp | 78.8%-20.7pp | 70.7%-12.6pp |
| Annual return | 16.83% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $379 | $1,905-80.1% | $4,818-92.1% | $2,637-85.6% |
| Participant deferral / active EE | $3,079 | $2,728+12.9% | $5,680-45.8% | $4,528-32.0% |
| Admin fee / account holder | $39 | $343-88.7% | $13,210-99.7% | $348-88.9% |