Filed February 1, 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 INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,025 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,105 | $49,915+46.5% | $154,803-52.8% | $74,304-1.6% |
| Participation rate | 86.5% | 54.0%+32.6pp | 78.1%+8.4pp | 60.3%+26.2pp |
| Annual return | 16.53% | 34.06%-17.5pp | 58.88%-42.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $592 | $1,611-63.3% | $4,305-86.3% | $2,241-73.6% |
| Participant deferral / active EE | $4,675 | $2,255+107.3% | $5,540-15.6% | $3,767+24.1% |
| Admin fee / account holder | $280 | $2,189-87.2% | $14,329-98.0% | $2,969-90.6% |