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 Service code 27 · EIN 59-1531281 | Advisory (Plan) | $79,855 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $24,184 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,888 | $93,131-32.5% | $106,548-41.0% | $86,799-27.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | -1.58% | 19.45%-21.0pp | 26.80%-28.4pp | 97.91%-99.5pp |
| Employer contribution / active EE | $3,032 | $2,895+4.7% | $2,819+7.6% | $2,405+26.1% |
| Participant deferral / active EE | $5,429 | $4,708+15.3% | $4,398+23.5% | $4,131+31.4% |
| Admin fee / account holder | $117 | $145-19.0% | $7,407-98.4% | $170-30.7% |