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 | $45,343+61.2% | $150,298-51.4% | $67,986+7.5% |
| Participation rate | 86.5% | 51.9%+34.7pp | 77.8%+8.7pp | 57.2%+29.3pp |
| Annual return | 16.53% | 33.28%-16.7pp | 62.79%-46.3pp | 31.67%-15.1pp |
| Employer contribution / active EE | $592 | $1,462-59.5% | $4,154-85.8% | $2,019-70.7% |
| Participant deferral / active EE | $4,675 | $2,055+127.5% | $5,453-14.3% | $3,358+39.2% |
| Admin fee / account holder | $280 | $2,250-87.6% | $14,116-98.0% | $3,203-91.3% |