Filed January 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 SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $25,403 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $18,332 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,602 |
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 | $51,112 | $65,223-21.6% | $80,019-36.1% | $55,725-8.3% |
| Participation rate | 88.1% | 80.6%+7.6pp | 75.8%+12.3pp | 70.9%+17.3pp |
| Annual return | 2.81% | 7.59%-4.8pp | 11.22%-8.4pp | 244.93%-242.1pp |
| Employer contribution / active EE | $1,457 | $2,544-42.7% | $2,468-41.0% | $2,078-29.9% |
| Participant deferral / active EE | $4,817 | $3,881+24.1% | $3,686+30.7% | $3,356+43.6% |
| Admin fee / account holder | $105 | $114-8.1% | $6,521-98.4% | $115-8.9% |